Work Experience

Lincoln Financial Group – Collingswood, NJ                                            January 2024 – Present

Wealth Management Intern

• Partner with 3 seasoned financial advisors with assets under management of $1+ Billion
• Prepare avg. 5 client reviews a day for high-net-worth clients using financial software
• Mutual fund, stock, and bond research using MorningStar and Hidden levers
• Participate in client meetings focusing on 401k investments, insurance, and annuities

 

First Up Internship – Philadelphia, PA                                    September 2023 – December 2023

• Conducted in-depth research and analysis on Pre-K educational methodologies and outcomes
• Collaborated with a team of 10 to author and publish a comprehensive book on early childhood education
• Authored a 12-page chapter, providing unique insights and expertise on a specific aspect of Pre-K education

 

Walmart – Kennett Square, PA                                                               November 2020 – Present

Temp Team Lead/ Online Shopper

• Achieved a 93% customer satisfaction rating, resulting in a 20% increase in repeat business
• Successfully designed and implemented comprehensive training programs for new hires
• Supervised a team of 15, ensuring punctual and correct order dispatch accuracy above 90%