• Actively manages a portfolio exceeding $600,000 in value, practicing a top-down wealth management investing style with a team of nine other managers • Selected through a competitive application process, evaluating grade performance in prerequisite finance coursework and interview • Proposes new investments and liquidations through formal presentations, monitors existing holdings, and authors periodic performance reports and presentations for donor clients

• Observed the preparation of potential retirement plans • Analyzed different types of retirement accounts• Attended staff and client meetings when permitted • Uploaded updated client information into company software• Spent up to four hours a week being taught the industry from company professionals

• Participated in all front of house operations• Served, operated register, and completed very minor dish preparation

• 4 years of experience as co-owner, and completed 300 individual jobs• Industrial grade equipment with 3000 psi on each machine• Jobs ranged across Nashville and surrounding areas• Gained experience in management and customer interaction with 300 different customers