Experience

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  American eagle outfitters inc.

  Jun 2017 - Sept 2017

  Sales associate

  - Developed skills working in a multi-channel retail establishment- Managed online orders effectively under time constraints- Cross-trained throughout departments to assist when short-staffed

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  Alphanext, llc

  Jun 2020 - Oct 2020

  Investment intern

  - Assembled quarterly investment reports for clients using economic databases such as FRED, the BLS, and the Census Bureau- Prepared and presented to the company weekly research on economic matters such as unemployment, inflation, interest rates, GDP, and consumer debt- Gathered and organized data using Excel and PowerPoint to communicate results to the company- Assessed how current interest rates and unemployment affected financial markets in order to forecast changes - Proficiently summarized key results and presented findings to management Show less

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  Uc santa barbara

  Oct 2020 - Jun 2021

  Research assistant

  - Consolidated extensive research on how COVID-19 shutdowns have changed the shape of business, remote work, and real-estate- Assisted in creating a research report to support findings using R Studio

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  Ubs

  Mar 2021 - Jun 2021

  Wealth management intern

  - Assisted with client service requests and special projects by balancing and updating portfolios on excel, filing tax paperwork, and researching upcoming IPOs- Assessed current trends in fixed income markets and evaluated asset classes and macroeconomic factors

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  First republic private wealth management

  Jun 2021 - May 2022

  Client services associate

  - Developed the ability to accurately analyze financial data and display findings succinctly in performance reports for clients- Managed prioritization and task trade off while overseeing 3 billion dollars worth of assets- Created the ability to manage multiple projects in various phases of ideation, execution and delivery- Developed long lasting client enagement through attentiveness, professionalism, and attention to detail

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  Backroads

  May 2022 - now

  - Lead the 'Go-To-Market' process at Backroads Travel, overseeing cross-functional teams to ensure the successful launch of over 6,000 luxury outdoor trip departures annually, resulting in $350,000,000 in sales- Drove cross-departmental collaboration to streamline trip readiness, from itinerary development to website integration, maximizing efficiency and revenue potential.- Acted as the primary point of contact for internal stakeholders, fostering open communication and teamwork to exceed customer expectations in the travel industry. Show less

  • Project Manager

    Jun 2023 - now

  • Demand Planner

    May 2022 - Jun 2023