- Assist team with client onboarding process, profiling client/prospects, establishing new accounts, and initiating account transfers- Perform comparitive analysis of mutual funds and ETFs considered for advisory team model portfolios- Assist advisors with streamlining client database that focused on client asset allocation and trading data- Attend and assisted advisory team with 401k participant enrollment and education meetings-Listen and summarize internal and external research calls for advisory team- Completed SIE and Series 7/ Current Series 66 Candidate

Provided first aid to patrons efficiently in high pressure situations.• Trained and mentored new employees.• Assisted supervisors in staff scheduling and organization

Refined and updated existing player information databases using programming languages, Python and SQL.• Worked with a team of students to construct new databases used to help display playerprogression information about current and future athletes, specifically for Men’s Basketball and Baseball• Constructed and presented visual aids via Tableau and Excel to assist coaches and players in their understanding of data being presented regarding team and player performance.• Employed programming language R to execute diverse data mining tasks.