Experience

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  Mt. tom estate

  May 2016 - Aug 2020

  Property manager

  Utilized time management skills to independently oversee and complete tasks at multiple working sites.

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  Bernstein private wealth management

  Jun 2021 - Aug 2021

  Private wealth summer intern
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  Bernstein private wealth management

  Jun 2022 - Oct 2022

  Associate

  • Facilitated conversations with clients to resolve any issues and inquiries in a friendly and professional manner.• Conducted regular market research to stay abreast of current trends and developments.• Performed financial forecasting and modeling for client portfolios.• Analyzed portfolios, prepared for client meetings, and handled account creation and maintenance.• Consulted with various business groups to provide an exceptional client experience.• Completed various trainings and courses to develop and maintain strong working knowledge of the job.• Tailored individual financial plans and portfolios based on specific client needs and requirements. Show less

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  Salisbury central school

  Jan 2023 - Jun 2023

  Building substitute

  • Collaborate with other teachers and staff to share information and educational tactics.• Author and deliver regular reports to teachers detailing classroom activities, achievements, progress, and any incidents.

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  Acceler8 talent

  Jul 2023 - Apr 2024

  Researcher
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  Prosperian wealth management

  Apr 2024 - now

  Associate