• Prepared comprehensive client presentation materials, including slide decks with detailed reports on asset allocation, historical performance, and other portfolio updates.• Assisted in client meetings by observing and documenting key insights, gaining firsthand experience in advisory strategies and client interaction techniques.• Applied and expanded knowledge of diverse financial planning software and CRM platforms• Conducted research projects tailored to meet the specific needs… Show more • Prepared comprehensive client presentation materials, including slide decks with detailed reports on asset allocation, historical performance, and other portfolio updates.• Assisted in client meetings by observing and documenting key insights, gaining firsthand experience in advisory strategies and client interaction techniques.• Applied and expanded knowledge of diverse financial planning software and CRM platforms• Conducted research projects tailored to meet the specific needs of advisors Show less

• Maintained over 30+ residential and commercial landscaping accounts weekly• Grossed over $75,000 in revenue since inception with close to a 90% profit margin• Curated a social media marketing campaign to retain over 100+ different landscape costumers• Used accrual accounting to accurately collect payments for the services provided • Analyzed and catered to the clients needs to maximize profits for the business

• Developed an Excel calculator that tracks client distributions to enhance the accuracy of client RMD status • Preformed in-depth portfolio reviews and prepared briefing materials to facilitate informed client discussions for the advisor.• Conducted 70+ tax analyses using Holistiplan to project tax implications of Roth conversions• Captured detailed notes and action items during client meetings, followed through on tasks, and optimized financial strategy implementation.

• Support Business Forward Consultants by analyzing past data to accurately provide referrals • Represent Oakland Thrive at local community lectures and speed networking events• Promoting and educating small businesses about B2B events in their community• Helping managers develop business intelligence plans so they can provide more detail to clients