Proficient in Money Guide Pro
Exceptional in Excel
Familiar in Advisor View CRM
Strong Public Speaking Skills
Prepared Financial Reports & Investment Reviews.
Created new saving for Financial Planning Department's files in Worldox.
Constructed an Action List for both the client and advisor to use throughout their journey.
Provide Platinum Service While Creating a Friendly, Welcoming Environment to Members and Guests
Maintain Communication to Starter, Pro Shop, & Golf Assistant on Incoming Guests and Cart Numbers
Staging Area, Driving Range, Practice Area Set-up, and Cart Barn
Coordinate a Minimum of Six Events Per Year for Students, Ranging From Academic, Social to Cultural.
Enforce University Policies on Campus and Report Policy Violations to the Director of Residence Life Through an Incident Tracker Program.
Attend Weekly & Bi-Weekly Staff Meetings to Discuss
Issues Regarding Students, Ways to Improve Residence
Life, and for Team Building.
Organize, File, and Analyzed Building Projects and Financial Plans
Assess Land & Overlook Building Inspections
Answer and Direct Phone
Phone Calls & Register Voters During Elections
Companies Worked For:
Job Titles Held: