• Oversaw and delegated tasks to five committee subgroups within the fraternity and held biweekly meetings with each respective committee to organize events and fundraisers• Administered and collected dues for 150+ members of the chapter, as well as created individual and personalized payment plans for each member to follow• Collected 100% of dues administered for the Spring Semester of 2024• Planned and managed a large budget unique for each semester and authorized transactions between the fraternity and other entities and organizations• Met quarterly with a board of graduate advisors to the chapter to discuss the organization’s current state and strategies for further improvement among the chapter

• Completed various introductory training courses regarding multiple topics, including financial planning, fraud awareness, and client interaction• Worked closely with multiple financial advisors and trainees during their day-to-day routine• Witnessed and assisted retirement planning for an individual with multiple sources of income• Interacted with various software used for goal funding, securities trading, and retirement planning, including FactSet and Raymond James' Goal Planning & Monitoring software