• To reduce the advisors fee structure, I aided in the creation of in-house asset allocation models to streamline the assignment process for clients stock portfolios determined by an individual’s risk profile• Utilized ETFs, mutual funds, municipal Bonds, and SMAs to create an array of different portfolios• Created a 401k presentation used by several senior advisors in opening meetings with business owners• Compiled large prospect lists for potential clients by analyzing the company’s current plan through 1099s and other public information

Executive officer - Eminent recorder: -a member on exec helping to solve problems on internal and external affairsThe Main Event Coordinator:-Elected to run The Main Event philanthropy sponsored by SAE and ADPi, which raised $40,000 in donation money for the Ronald McDonald House. -Involved on The Main Event committee and raised money by traveling to local businesses and offering marketing opportunities during the event in return for donations.Formal Event Coordinator: -Dealt with thousands of dollars each week and delegated dozens of services from the university, local businesses, event planners, and musical artists.Alumni Relations Committee:-a part of a committee who delegates communication between active members and alumni through social media and other platformsDance Blue participant

• Operated my own financial planning practice to help individuals, families, and businesses effectively prepare for their future through financial security• Certified in life, health, long-term care, and annuities

I am the Co-founder of OCDetailers, a mobile detailing operation providing services in Lexington and Louisville. My position was director of finances and marketing. • The company has generated over 12 k in profit through services under my coordination and management. • Worked with web designers and created a marketing campaign• Created proforma financial statements and planned strategic marketing events • Has qualified for loans to increase the company assets by five-fold, but is put on hold for us to pursue other aspirations

Through this experience I traveled to 6 countries all over Europe and immersed myself in several different cultures. I gained many learning experiences about diversity of a workplace while collaborating and learning with students of every ethnicity. This was a great way to further understand the cultural differences in the business world and better my communication skills.

I worked here full time over four summers with several different responsibilities including:- Marketing research of competing firms- producing all of Monty's products (chemical mixtures)- maintained an efficient warehouse workplace- Managed the research farm and measured crop yields using different methods and products