Greater Boston
As a financial advisor, I am dedicated to helping people meet their financial goals by working with my team to develop holistic investment plans based on their long-term goals. My team’s experience allows us to help clients build balanced portfolios that address all their financial needs. When the pandemic hit, I was able to talk to my mother (a former financial advisor with Wells Fargo) a lot about the financial markets with my free time. I quickly became interested in working in the field and putting myself in a position to help people. As the pandemic settled, I began looking for jobs in the financial services industry. I moved to Boston in August 2022 and began working with Wells Fargo Advisors in January 2023. As many people know, it takes more than just one meeting to put together a plan and achieve lasting financial goals. It’s a long process. As life changes, so do financial objectives and investment goals. My job is to work with clients throughout the years to consistently develop and prepare investment strategies that align with their needs. I take pride in communicating with clients often, and being honest in the strategies they can implement to achieve these needs. Building trust is a long journey; so, dependability, honesty, and persistence are the ideals that are most important to me. During my free time, I enjoy being surrounded by nature and animals. My lifelong goal would be to own a small family farm in New England, where I could tend to my animals by morning and help clients achieve their own lifelong goals by day. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, MA, MD, ME, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WY only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Investment products and services are offered through Wells Fargo Clearing Services (WFCS), LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFCS uses the trade name Wells Fargo Advisors. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Tasked with handling contracts and writing leases, coordinating maintenance work and repairs, coordinating tenant move in and move out dates, processing invoices and coordinating outgoing payments. Also was responsible for the creation and marketing of my own website.
Worked with a small business owner who owned 3 businesses. Tasked with coordinating trucking deliveries, typing up rental agreements and leases, compiling weekly Income Statements and P/L Statements, and working directly with the head of payroll to calculate employees weekly pay. Also worked with his construction company. Tasked with the planning and execution of residential remodels and being the direct contact between owner and team.
This 400 hour internship gave me experience working with Salesforce and Microsoft Excel. Performance Architects is an Oracle partnered company and tech consulting firm focused on analytics, Business Intelligence and EPM.
During my time at ReSource, I split my time 50/50; spending half my time working directly alongside the Office Manager and the other half working along side the Director of Accounting. During my time with the director of Accounting; I was tasked with payroll reconciliation, balancing cash at days end, and doing daily bank deposits for the company. I was also given a brief overview on QuickBooks; although I did not have much time to work with QuickBooks, so I would certainly need a refresher. During my time working with the Office Manager; I was tasked with running office operations, checking supply levels, and supervising some of the other employees. One of the most interesting parts of this internship was sitting in during a corporate meeting that was geared towards better community engagement and ways to give back to those in need in the Burlington area. At this internship, the skills I gained the most experience in were communication, accounting, and supervision and trust. ReSource is a non-profit community enterprise, so it was very nice to see a company that valued the community more than they valued profits, and their values translated to every employee in the company.