Sarah Connor Email and Phone Number

- Developed an Excel model to streamline task delegation and monitor issue/incident reporting- Reviewed and edited risk assessments in preparation for OCC exams and audits- Updated monthly reporting presentations and used Tableau to create dashboards that delivered key metrics to business unit heads- Delivered a presentation to senior management on leveraging generative AI to strengthen client relationships and increase net new assets

- Planned and managed budgets of over $1,500,000 while overseeing all chapter purchases- Arranged meetings with members having financial concerns or outstanding payments to ensure the organization’s financial health and members’ chapter standing

- Compiled and condensed medical records to promote efficiency for imminent trials among lawyers- Updated and organized database to ensure real-time accuracy and accessibility to crucial documents

-Prepared, scanned, and uploaded law documents to a virtual database to help Wai & Connor in their transition to a paperless filing system-Organized file pickups and drop-offs with numerous offices across California to ensure smoothtransportation of confidential law documents

-Researched and prepared summaries of various alternative investment strategies that would later be shared in client meetings-Created excel spreadsheets to help the financial advisors stay organized and prepared for meetings

- Specially selected by the Kelley School of Business based on my academic performance- Mentored a class of over 30 students in mastering Microsoft Excel and Access by offering one-on-one help before, during, and after class hours-Volunteered at “K-Cove” to provide more in-depth tutoring sessions to struggling students

-Taught private beginner ice skating lessons to ages ranging from 3 to 40+-Managed group lessons with over 30 students of varying skill levels-Ensured the cleanliness of the rink by picking up trash, sweeping leaves off of the ice, and disinfecting rental skates-Created a welcoming holiday experience by greeting guests and handling skate rental/distribution