Education

Colorado State University, Fort Collins, CO Completed - December 2016

Bachelor of Science: Business Administration

Concentration: Corporate Finance

Bachelor of Arts: Economics

Work Experience

LTF Financial – affiliate of Mass Mutual Financial Group

Client Relationship Manager January 2017 – Present

Contribute to the substantial growth of ‘The College Funding Coach’ program in which we work with families to help devise tailored strategies to better prepare for the onset of college tuition

Coordinate with potential clients to align long-term goals with personal financial structure

Assist in organization and orchestration of presentations at local schools focused on college tuition planning

Act as primary contact point for inquiries and the scheduling of initial meetings

Marek Financial Group – affiliate of Mass Mutual Financial Group

Client Relationship Manager August 2016 – December 2016

Coordinate with clients to align long-term goals with personal financial structure

Build client base through the communication of company values, history and strategy with potential clients

Cooperate with senior partners to further the process of new client cases

MassMutual Financial Group

Financial Planning Intern June 2016 – August 2016

Coordinate with current and potential clients to align long-term goals with personal financial structure including risk management, retirement and investments

Correspond with other planners and financial professionals to help complete client outreach projects, fee-based financial plans, portfolio construction and maximization of client relationship management software

Gain experience and knowledge to make suitable recommendations based on individual client situations

Smokin’ Fins Restaurant - Fort Collins

Server December 2016 – July 2017

Assist guests in order selection by promoting specific menu items and specials

Respond to inquiries regarding meal preparation and service

Up-sell appetizers, specialty beverages, and desserts to increase guest check averages

Coordinate with kitchen staff to ensure timely and accurate order preparation

Krazy Karl’s Restaurant

Assistant Bar Manager September 2012 – June 2016

Ensure high quality service from other bartenders and servers

Represent company in situations of customer dissatisfaction to resolve issues that may arise

Adjust cash register and distribute tips

Professional Roofing and Exteriors

Sales Representative June 2011 – October 2013

Coordinate with potential clients to best allocate company resources for individual client needs

Work with insurance company adjustors to represent clients through damage evaluations and roof installation process

Ensure timely and efficient completion of roof installation

Colorado Athletic Club

Hospitality Associate August 2009 – June 2011

Manage inquiries from current or potential club members about the operations of the club; including exercise class scheduling, account payments, or account updates

Oversee general upkeep, quality control, and member satisfaction

Act as cashier in transactions of club fees and merchandise

Project Experience

Energy Efficiency Liaison January 2016 – April 2016

Correspond between Leadership in Energy and Environmental Design (LEED) representatives, restaurant owners, and the head project architect to devise a plan to maximize energy efficiency at Krazy Karl’s Restaurant’s second Fort Collins location

Certificates, Leadership and Volunteer Experience

All Aboard Animal Rescue October 2016 - Present

Act as a foster home to different dogs on a weekly to relieve pressure on the animal shelter and create space for incoming dogs that have been abused or neglected

Increase chances for adoption by introducing foster animals to interested parties

PADI Open Water Scuba Diver Certification July 2017

Tested on skills, procedures, and equipment handling for various stress scenarios that may occur on a dive; including assisting in maintaining oxygen supply to others in the dive group

Triple Bypass Cycling Challenge July 2015

Cycled 120 miles on a road-bike from Evergreen Colorado to Avon Colorado in one day. This route includes Squaw pass, Loveland pass, and Vail pass

Training for Intervention Procedures Certification (TIPS) March 2015, 2016

Undergone multiple training sessions on specific regulations and procedures for serving alcohol in Colorado

Maintain legal and orderly alcohol consumption from customers at my current employment establishment

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