Financial Planning Intern · June–August 2025

• Created Morningstar reports and financial models for UHNW portfolios, supporting advisor-led risk assessment and strategic reallocation decisions
• Researched current 401(k) holdings and 529 providers, benchmarking performance against leading plans to surface actionable recommendations for company reallocation strategy
• Developed and delivered independent research presentations on the One Big Beautiful Bill, 529 plan comparisons, and youth financial literacy

Scentologist · January–June 2025

• Educated clients on the Art of Fragrance and guided the creation of custom signature scents within a high-end luxury retail environment

Shift Lead · August 2021–July 2024

• Promoted to youngest shift lead; participated in weekly management meetings covering sales performance, labor management, and customer satisfaction
• Led new hire training program covering menu preparation, nutritional supplement knowledge, and store operations

Consulting Student

• Consulted directly for the brand and CEO; developed customer personas through primary market research, ideated marketing and activation strategies to engage the target consumer, and created a blueprint for university market entry and scaling

Marketing Consulting Student

• Developed an end-to-end brand repositioning campaign to shift SŌLACE Boats’ positioning toward a younger, affluent consumer demographic