· Shadowing and assisting Financial Advisors in administrative duties
· Assisting in the creation of client investment portfolios
· Performed investment (stock) analysis with trade notes
· Collected, analyze, and organize data through CRM reports, Microsoft Excel, Word, and PowerPoint
· Gained hands on experience with the day-to-day operations of a collegiate athletic department
· Supported marketing efforts for NCAA Division I sports, including football, basketball, baseball, and more
· Assisted in the development and execution of game promotions to enhance overall fan engagement
· Contributed to the strategic planning and implementation of marketing materials and social media content
Microsoft Word
Microsoft Excel
Bloomberg Finance Fundamentals (BFF)
Bloomberg Market Concepts (BMC)
Bloomberg Environmental Social Governance (ESG)
Kappa Delta Sorority
Director of Finance
Director of Budgeting and Philanthropy Finance
Study Abroad: Florence Italy
Studied Management, Leadership, and Entrepreneurship
Study Abroad Ambassador (2024 to 2025)