Experience

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  Oregon college mentors

  Jan 2012 - Jan 2012

  Mentor from willamette university
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  Skyhawks sports academy

  Jun 2012 - Aug 2012

  Camp director

  • Responsible for obtaining equipment and creating each day’s activity schedule• Checked in and out every camper• Made sure each camper had enough water and food to last them through the day• Made sure all campers got the proper instructions from each of the coaches• Ensured the safety of each camper

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  Willamette university

  Sept 2012 - May 2013

  Athletics and exercise science departments secretary assistant

  Greet and answer any questions visitors might have, answer phones, organize, copy and file expense reports and travel logs, distribute mail, mail letters coming from the athletics office and athletics director, edit mailing lists, laminate, assist in writing contracts between schools for athletic events, help out with any projects that the coaches or exercise science professors might have, and manage posting boards in athletics center.

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  Buffalo wild wings

  Sept 2013 - Jan 2015

  Server

  • Accurately and quickly took all drink and food orders from guest and entered them correctly utilizing the POS system• Ran food to correct tables in a timely manor. • Coordinated channels on the TV’s to accommodate guests• Used suggestive selling techniques to up sell food items and alcoholic drinks• Continually washed dishes and bused tables• Handled cash and credit card transactions quickly and accurately• Helped other team members with duties listed above, should they fall behind Show less

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  Brand innovators llc

  Sept 2014 - Oct 2015

  • Built databases of potential sponsors and mined emails for the appropriate contacts• Built databases of individual brand marketers to invite to our events based on geographical regions nationwide• Coordinated email marketing efforts to increase attendance to both our day events and the VIP Dinners• Coordinated guest lists for both the day events and VIP Dinners• Traveled to participate in on-site event management and production • Built databases of individual brand marketers to invite to our events based on geographical regions nationwide• Traveled to participate in on-site event management and production

  • Marketing Coordinator

    Feb 2015 - Oct 2015

  • Research Associate

    Sept 2014 - Jan 2015
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  Northwestern mutual

  Nov 2015 - Apr 2016

  Financial representative

  • Adhere to Northwestern Mutual compliance and FINRA regulations• Prospect for new clients through face to face contacts in the community, phone calls and referrals• Book five prospect meetings a day over the phone • Host phone and in-person meetings with prospects daily• Construct and present financial plans customized to each prospect and make suitable recommendations• Sell financial products including life, disability, and long term care insurances, college funding and retirement instruments• Conduct comprehensive portfolio review to reevaluate objectives and projected portfolio performance Show less

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  Viewridge funding

  Apr 2016 - Oct 2016

  National account manager
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  Northwestern mutual

  Dec 2016 - Sept 2019

  Associate financial advisor for clinton cooper
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  Cooper capital group

  Sept 2019 - now

  Chief operating officer