Experience
- Health Advocate, Inc.
- Work within the Employee Assistance Program Division of Health Advocate; handles employee mental health concerns within major companies and corporations
- Perform basic data entry and management, via company databases and Intranet systems
- Help create, manage, and edit Microsoft Excel spreadsheets to store and organize financial and personal data
- Handled communication between clients and providers of our national EAP Network
- Brinker Capital
- Interned under the Chief Financial Officer
- Extensive work with Microsoft Excel, creating financial spreadsheets and Pivot Tables for the accounting and payroll departments
- Created infographics through Microsoft PowerPoint
- Proposed quarterly and annual financial projections for the next 10 years of the company
- Assessed, proofread, and approved financial documents and contracts
- Global Advisers Wealth Management
- Trained under the CEO of the company
- Made phone calls to prospective clients seeking Portfolio Management
- Wrote daily reports on individual stocks’ conditions, changes in interest rates, and the current financial state of Fortune 500 companies
- Tracked the daily progress of the New York Stock Exchange, the economic progress of the United States, and the economies of other countries throughout Europe and Asia