Madison, Wisconsin, United States
Graduate from the University of Wisconsin-Madison with a degree in Personal Finance.
• Prepare orders for shipment, ensuring that all orders are filled correctly and efficiently. • Maintain a clean and organized work environment. • Manage inventory by accounting for breakages. • Lead a team to complete daily tasks by ensuring proper training.
• Supported wealth advisors with new client onboarding. • Executed trades, contributions, and distributions within client investment accounts. • Prepared and modified financial planning proposals. • Communicated with clients and advisors on a daily basis to ensure efficient operations. • Worked from start to finish to complete a successful company broker change project.
• Differentiated ways financial planners approach the main areas of financial planning. • Constructed an investment management portfolio. • Analyzed client data using financial planning software.
• Assisted chefs in preparing large meals for catering events in the Madison area. • Followed recipes individually and in a team setting while holding a clean work environment.
• Worked with a team of interns on a large website project to improve the look and feasibility of the company website. • Completed daily work by using Microsoft Excel to add attributes to thousands of products.