Hands-on college student known for strategic and focused approach, with extensive accolades for limiting risk, working well in teams, and establishing creative strategies for optimizing internal operations, financial returns and external customer service and output.
BBA: Financial Management,
Current Lake Forest College - Lake Forest,
Financial Advisor Intern, 05/2013
to 08/2013 AXA Advisors, LLC – Arlington Heights,
Pursued sales through developing client profiles and delivering presentations
Observed financial advisor and attended client meetings
Created schedules for management and organized documentation systems
Constructed client profile and financial analysis (using Naviplan) for client presentation
Created presentations for $200,000+ clients using Microsoft PowerPoint, Word and Excel
Tracked accounts payable via QuickBooks
Built client relationship through mail (using ClientLink) and E-mail (using e-relationship)
Created Life Insurance Illustrations (using Aegis)
Led full branch transition from Windows XP to Windows 8
Researched and decided the 8 laptops purchased
Installed Windows 7 virtual machines and applications within them
Taught use and workflow of new OS to employees.
Marketing Intern, 05/2013
to Current CORT Event Furnishings
Responsible for literature fulfillment for corporate events.
Sales Intern, 05/2013
to Current Refurble Computers
Wrote and published ads online; Present products at client meetings.
Sell computer hardware; Provide customer service and consultation.
Marketing Intern, 05/2012
to 07/2012 Illinois PIRG – Evanston,
Called households to raise awareness on the issue of lowering the dependence of oil, increasing energy-efficient technology and maintaining a healthier environment.
Presented concepts to local business owners and homeowners and appeal for donations to the organization.
Complex problem solving
Advanced financial analysis
Costing and integration planning
Budgeting and financial management
with Windows XP-8, Microsoft Office, Webstation and Naviplan
Introduction to Programming course with extensive use of Java
in exercising proprietary software for AXA Advisors, LLC
with Windows Server 2012, domain configuration and server networking
and experienced with Microsoft PowerShell through Microsoft Virtual Academy
Decreased company costs through accurate financial modeling, budgeting and process improvements
Developed new productivity measurement tools through an enterprise-wide financial reporting effort.
member of coaching staff at Stevenson High School
Northern Illinois Boys Bowling Conference Champion, 2011 & 2012
Lake County Star of Tomorrow Scholarship award winner, 2011
to CSL North Leadership conference, 2010