Experience

• 

  Frozen yogurt tree

  Mar 2016 - Jan 2018

  Store manager

  Managed a franchise storeAccounted for the store/ownerDealt with customers, and their satisfaction with the productLead a team of 15+ employeesProblem solved issues that occurredHelped to advertise the store and bring in new customers

• 

  The y (ymca)

  Jun 2019 - Sept 2021

  Camp counselor

  Helped to facilitate the sports campCame up with creative ideas to keep the campers excited to come back to campRetained customersInfluenced children's summers during Covid-19Lead and organized team sports

• 

  Topkickzusa

  Oct 2019 - Mar 2022

  Owner

  I created a retail and consignment business, in order to further my understanding of the business world. With the increased learning i have taught myself the financial and HR side of business's. Entrepreneurship has helped me understand how a business runs and functions and how it is a never ending cycle of fixing different issues and problems everyday.

• 

  West chester university of pennsylvania

  Jan 2021 - Jun 2022

  Supervisor

  Responsible for the well-being of the entire facilitySupervise a team of 40+ employees.Work through everyday challenges and issues that may occur.Innovate new ways to help patrons.Lead and teach new employees on the basics of their jobs, and what is expected of them.

• 

  Vanguard

  Jun 2022 - now

  • Selected out of 250+ candidates to partake in high net-worth services• Deal with clients with over $1,000,000 in vanguard qualified assets• Detail oriented account reconciliation and explanation of available funds• Created learning material for client interactions with Vanguard representatives for group analysis• Handled and placed trades for clients $1,000,000+ in securities• Solved complex client and system issue limitations, creating a better client experience -Educate clients on investment products which include, but are not limited to, Vanguard Funds, ETF’s, Stocks, and FundAccess-Place trades for stocks/ETF’s and Mutual funds from $1 to $1m+-Engage in problem solving efforts, and client relations -Executed trades for clients for mutual fund-Lead a problem solving effort to reduce wasted time and resources-Taught clients on the basics of investment’s in the mutual fund sector as well as giving clients guidance-Help to safe guard clients assets - Assisted with client account maintenance -Problem solved with my team in order to better serve the client-Executed on time sensitive matters, and support clients with better outcomes

  • High Net-Worth Representative

    May 2024 - now

  • Vanguard Investment Representative

    Feb 2023 - now

  • Vanguard Mutual Fund Representative

    Nov 2022 - Feb 2023

  • Foundational Client Associate

    Jun 2022 - Nov 2022