Experience

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  Arizona state university - w. p. carey school of business

  Aug 2021 - now

  Student

  Studying Finance and Business Data Analytics in the W.P. Carey School of Business at Arizona State University.

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  Strategic asset preservation, inc.

  Jun 2022 - Aug 2022

  Administrative assistant

  Strengthened my knowledge of business development and maintaining clientele. Used sales techniques to produce 30 meetings and eventually brought in 3 clients. Worked with annuities, 401(k)s, taxes, and other financial planning services. Created and prepared specialized annuity and tax statistical reports for clients.

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  Financial management association

  Aug 2022 - now

  Member

  Arizona State University's premier Finance Club

• 

  Northwestern mutual

  Jun 2023 - Aug 2023

  College financial representative

  Strived to meet client’s goals by finding financial security solutions. Fostered long-term relationships with clients while building and maintaining a portfolio of new clients on an occurring basis. Gained knowledge of the financial planning and sales industries in a nationally ranked, top 10 internship program. Developed a strong understanding of Northwestern Mutual’s financial products and market trends.