• Assist in design and support of IT services and infrastructure• Support office staff with immediate technical assistance ranging from onsite server maintenance to application support• 24/7 cyber security monitoring, log analysis, and threat mitigation

• Assist in military pay and disbursing operations in accordance with Defense Finance and Accounting Service policies, procedures, and guidelines• Serve as an initial sponsor for incoming personnel, providing administrative support to meet in-processing requirements• Analyze accounting information for government funds, ensuring accuracy and proper disbursement• Maintained and prepared files and financial reports for military personnel; provided account information as requested• Deliver specialized instruction on a variety of finance, operational, and administrative topics, increasing individual and company readiness

• Assist financial advisors on all aspects of business and office operations• Implement the latest technology to improve communication and tools for advisor and client use• Build and maintain working relationships with clients, improving client experience and increasing business visibility• Research securities and models for client accounts to determine investment opportunities and recommend options• Maintain CRM Redtail, TD Ameritrade models on VEO One, iRebal, and Envestnet• Establish and update MoneyGuide Elite for clients’ retirement planning

• Conducted correspondence, answered phones, provided customer service, and scheduled meetings and appointments• Supported financial analysts and office manager with various administrative tasks, including document preparation, report generation, and data collection• Communicated with customers and provided detailed information regarding services, programs, products, and promotional offers aligned with customer needs

• Engaged with military students visiting the university’s Veteran’s Office, relying on military background and experienceto build rapport and connect with students• Answered and directed incoming phone calls, responded to questions, and provided solutions for students• Completed filing and mailing tasks in an office setting and maintained organization

• Conducted risk assessments and made critical decisions under pressure, contributing to mission success and team safety in challenging environments. • Commanded and managed infantry teams in high-pressure situations, ensuring operational success through effective leadership, decision-making, and team coordination.