Reveal

Associate Strategic Software Engineer

Customer Success Manager

Technically Creative Inc

Business Operations Officer

Business Operations Assistant

Assistant to Director of Business Operations

Main Street Asset Management

Extensively increased knowledge in all areas of brokerage accounts, IRA accounts, trust funds, retirement plans etc.
Reached out to potential clients and convinced them to sit down and potentially invest with the office RIA in order to generate more business.
Scheduled appointments for clients to come into the office.

Internship

Jackson Hewitt Tax Service Inc.

Called prior clients and inquired as to why they had not yet filed their taxes and encouraged them to come into the office to get their taxes done.  
Followed up with clients who were still waiting on their tax returns in order to asses the issue and advised them on how to solve the issue.
Cold called clients asking for referrals for the office.
Reached out to former clients to ask why they had gone somewhere else to file their taxes and offered explanations as to why prices were as the were and in some situations offered discounts to our fees to retain the client.

Office Manager

Dart Brokerage Insurance

Maintained the books journalizing entries that coincided with the operations of the firm.
Processed payroll for all employees, ensuring paychecks were accurate and timely.

Accounting Intern

Relentless problem solver; delivering Game Breaking Results.


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