Excel, Communication, Able to work effectively in a team, leadership

EDUCATION

The University of Georgia, Athens, GA Graduated May 2020

Bachelor of Science in Financial Planning

Major GPA: 3.41/4.00

Overall GPA: 3.09/4.00

Lambda Phi Epsilon: Philanthropy Chair

-Administered and executed philanthropy events around the Athens community, including blood drives, roadside cleanups, and tabling for bone marrow donations with Be the Match

-Organized and lead a chapter of over 10 brothers to volunteer at Suwanee Fest, which is a two-day celebration of the Suwanee community

-Assisted with planning and organizing the committee of our dodge-ball tournament, where we raised over $1,200 for the Be The Match Foundation and enrolled over 60 new potential donors for the national bone marrow registry

Relevant Coursework

Consumer Decision Making, Computer Applications for Financial Planning, Wealth Management I, Wealth Management II, Estate Planning, Family Tax Planning, Risk Management and Insurance, Applied Financial Planning (VITA Tax Preparer), Practice Management in Financial Planning, Financial Counseling and Client Communication, Retirement Planning and Employee Benefits, Capstone in Financial Planning

TECHNICAL SKILLS

Software: Microsoft Powerpoint, Microsoft Word, Microsoft Excel (pivot tables, vlookup, charts, data analysis and organization), Google Suite (Google Docs, Google Calendar, Google Drive, Google Sheets

EXPERIENCE

Volunteer Income Tax Assistance Foundation Inc., Athens, GA January 2020 - March 2020 VITA Tax Preparer/Volunteer

Provided free tax return assistance for people with disabilities, low-income, the elderly, and other qualifying taxpayers

Had real-time meetings with clients to help them prepare their tax returns, suggest any tax credits they may be eligible for, and answer any questions they may have

Miller Learning Center, Athens, GA August 2018 – May 2020 MLC Security Assistant

Provided customer service assistance regarding navigation of the building, renting classrooms and school supplies, events happening in the MLC, and various UGA campus related questions

Collaborated with other security team members to keep track of how many patrons are inside in the building at any given time

Facilitated MLC events by setting up chairs and tables for events, clearing out rooms, and performing closing tasks

Responsible for evacuating the MLC if any emergency situations arise

RippleMatch, Athens, GA September 2019 – December 2019

Leadership Development Intern

Selected from a pool of thousands of candidates to work closely with the leaders of RippleMatch’s Leadership Team

Leveraged various growth strategies and tools including social media, email marketing, presentations, and peer and faculty member networking to grow the user base and awareness on campus

Strategically assessed growth and performance metrics to improve, change and/or help design new growth strategies

Copytalk Mobile Transcription Services, Athens, GA September 2016 – December 2016

Transcription Typist

Transcribed real-time financial meetings between financial advisors and their clients, and learned various new financial terms

Pasta Vino, Alpharetta, GA May 2017 – July 2017

Busser/Catering Staff

Maintained a high standard of customer service and satisfaction while cleaning and setting 10 or more tables at a time in a fast-paced, dynamic environment

Handled customer complaints with unique solutions for individual issues

COMMUNITY INVOLVEMENT

AIESEC UGA, Athens, GA January 2017- December 2017

OGV (Outgoing Global Volunteer)

Interviewed UGA volunteer applicants interested in going on volunteer exchanges all around the world

Helped facilitate the process of sending students abroad

Finance Team Member

Educated members of AIESEC on various financial topics

Brainstormed ideas for fundraisers, and assisted in monitoring AIESEC UGA’s budget

CERTIFICATIONS

Advanced VITA/TCE Certification: Passed the Standards of Conduct Training and VITA certification tests to become a IRS-certified VITA Tax Preparer

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