Experience

• 

  Applebee's neighborhood grill + bar

  Dec 2018 - May 2019

  Server

  •Provided exceptional customer service through consistent customer interaction and communication •Distributed and prepared food in a fast-paced, team-oriented environment

• 

  Merrill lynch

  May 2019 - Aug 2019

  Client associate

  •Reviewed and completed paperwork for 529, loan, retirement, and cash management accounts•Adjusted client account balances through transferring funds, processing normal and required minimum distributions, and liquidating accounts•Interacted with clients by phone, email, and during meetings to discuss account balances, future goals, specific transactions, and general questions•Utilized proprietary platform, Salesforce, Excel, and Marketwatch to organize and evaluate client data

• 

  Wealthspire advisors

  Jun 2021 - now

  • Assistant Vice President, Advisor

    Mar 2025 - now

  • Senior Advisor Associate

    Sept 2023 - Mar 2025

  • Advisor Associate

    Jun 2021 - Sept 2023