Play a key organizational role in the company, solidifying client presence in softwares like WealthBox, eMoney, and Google DriveAccomplish various tasks designed to provide clients with insight to their financial plan - Generate quarterly reports - Complete service requests for clients - Coordinate paperwork via Docusign

The Young Saxophonist's Institute is a Texas-based summer saxophone program, specializing in small and large ensemble pedagogy and performance. YSI has several camps throughout the Texas area and has employed some of the countries most talented saxophone performers and teachers.- Owner of saxophone summer camp program for middle and high school students- Grow and manage all finances, including billing and budgeting- Interact with hundreds of students to help them grow in confidence and competency- Overseen expansion of organization to all major cities in Texas- Manage website to accommodate needs to camp growth

- Meet with eighty students weekly to build relationship and pursue musical development- Regular history of high performing students and yearly competition winners - Through consistent appointments with the students, developed personalized training plans- Manage and improve efficiency on billing, scheduling, and all administrative tasks