Shadowed wealth management advisors and engaged in discussions that focused on efficiently reaching objectives set forth by a client within a proposed deadline.
Conducted market research on the current state of the industry and determined a strategy to penetrate 4 different segments with an estimated $3M in policies over 6 years.
Co-managed a team comprised of student workers, who efficiently hosted on-campus events and implemented improvements to our scheduling system.
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Social Psychology