Experience

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  Cardinal health

  Nov 2021 - May 2022

  Business service representative

  - Researches and resolves complex inquiries for over 100 Medical customers per week via emailand phone-Utilize Salesforce to make over 250 outbound calls to insure a 95% customer satisfactionrate is met for Pharma customers

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  Baird

  May 2022 - Apr 2024

  -Opening and Processing Advisory accounts in Liquid Office- Code Advisory account in BETA to their respective models-Work with a numerous amount of departments within the organization to ensure client requests are met -Led the creation of knowledge articles containing day-to-day procedures conducted by fellow associates-Develop technical skills in business process management software such as Fiserv UWP, APL, and BETA-Acquire Soft skills in communication, personal branding, and emotional intelligence -Expand knowledge within Financial Modeling and Investment Advisory Services

  • Advisory-Operations

    Aug 2022 - Apr 2024

  • Advisory-Trading Intern

    May 2022 - Aug 2022
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  Invenergy llc

  May 2023 - Aug 2023

  Treasury & financial planning
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  Invenergy

  Jul 2024 - now

  Treasury analyst