Grosse Pointe, Michigan, United States
I am currently a senior in the Eli Broad College of Business pursuing a degree in Finance and a minor in Financial Planning and Wealth Management. I am eager to learn more about the field of finance, that will help prepare me to succeed in any future internships and/or jobs. I am a dynamic and dedicated business student with a passion for leadership and a versatile skill set that drives success. Through my adaptability and competitiveness, I consistently strive to achieve excellence. With a keen eye for innovation and a strong commitment for continuous learning, I am driven to make a positive impact on the business world.
• Provide timely operational support across multiple teams and departments to ensure business continuity and efficiency. • Manage multiple tasks simultaneously, performing data entry and navigating various software applications to complete assignments accurately and efficiently. • Review and verify forms to ensure all necessary information is collected for processing work items in a timely manner. • Analyze and interpret data to generate insights and support strategic decision-making while processing contract transactions using procedures and various software systems.
- Served as a mentor guiding, training, and assessing junior caddies. - Developed essential skills, including social, communication, leadership and adaptability skills while assisting different golfers. - Maintained a consistently high level of professionalism, ensuring exceptional customer service and satisfaction. - Managed financial transactions, which encompassed fee collection and tip handling, while maintaining accurate records.
• Developed practical skills in financial analysis and planning through an intensive, 8-week virtual training program. • Acquired comprehensive knowledge of financial planning fundamentals including retirement, investment, tax, and estate planning. • Developed proficiency in eMoney for thorough financial planning and analysis. • Demonstrated ability to apply financial planning knowledge to real-world scenarios and client situations. • Enhanced understanding of client needs and expectations by observing experienced financial planners conduct client meetings.