Switzerland
I am a graduate of the University of North Texas, summa cum laude and recipient of the Department of Economics Top BBA award in 2022. I strive to create the best possible work environment through continuous improvement, inclusion, and collaboration. My interests include analyzing and processing data, applying my leadership experience on team based projects, and using my language skills for efficient communication.
-Utilized financial models to assess retirement readiness and developed investment strategy recommendation based on financial goals and needs -Engaged 401(k) participants in inbound and outbound calls to develop long-term relationships -As team captain, planned and presented trainings and workshops internally to teams of up to 15 people
-Completed onboarding and licensing in timely manner to pass the SIE, Series 07, and Series 66 -Developed relationship building and client engagement skills by dialing to an average of 120 401(k) participants -Set up targeted appointments while identifying opportunities to address participant needs related to Fidelity products and services
-Analyzed and refreshed data in PowerPoint decks with up to 150 slides for B2B and B2C presentations -Validated marketing strategies for customers to promote new business opportunities -Researched consumer trends to make recommendations for future strategies
-Delivered products to customers in a professional manner within less than ten minutes -Greeted customers inside the store and aid with orders and payments -Prepared products accurately for customer specific order
-Guided student body of 6,000 students, parents, and faculty by accurately answering questions regarding admissions, registration, financial aid, and student affairs -Processed documents required for enrollment and financial aid -Supported registration staff by changing class schedules and majors of students
-Built and protected military telecommunication units to ensure national security -Underwent intensive military training