As an aspiring Wealth Management professional, I am committed to leveraging my skills in business management and finance to deliver exceptional financial solutions and strategies. With a solid educational background and hands-on experience in project management and inventory control, I am well-equipped to excel in the dynamic field of wealth management. During my internship at HDS Marketing, I assisted project managers by organizing, analyzing, and tracking financial information, which honed my ability to manage complex financial data effectively. This experience taught me the importance of precision and strategic planning in financial management. In my role as an Inventory Manager at Paper Products Co., I improved order fulfillment by monitoring stock availability and promptly addressing shortages. This role enhanced my analytical skills and my ability to maintain accuracy under pressure, both of which are crucial in wealth management.Additionally, my experience in managing CRM and Excel systems has streamlined practices and tasks for upper management, showcasing my proficiency in using technology to optimize business processes.