Highlights:Signing clients at an internship at Northwestern Mutual

Skills:Communication, finance, Office Admin, employee relations

Goal:Do some consulting and become a senior analyst

Honor:Flames Internship Grant 2022 Dean's List Spring 2023

Supervisor 02/2023 - current
Starbucks UIC, Chicago , IL United States
Organize opening and closing duties as assigned and follow procedures for cash handling and safety and security, to ensure the safety of all team members during each shift. Assist with the training of 15 baristas and counting by positively reinforcing successful performance and giving respectful and encouraging coaching as needed. Create a positive learning environment by providing coaching and feedback to baristas on shift to ensure operational excellence and to improve team member performance.
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Resource Development Coordinator 08/2022 - 01/2023
Earth's Remedies, Chicago , IL United States
Industry: Non profit
Assist executives with partner, business, and community emails, community meetings, and updates using predominantly Zoom, Outlook, OneDrive, and Canva (for newsletters or flyers). Illustrate the use of QuickBooks to small business owners and connect them to health & wellness, real estate development, and financial literacy workshops organized by The West Side, the City of Chicago, and UIC.
Work with the accountant and scan, store, and document receipts to assist with financial documentation typically after conducting weekly in-person focus groups and events that brought community partners together, like carnivals or monthly rock climbing. Maintain small business network and community partner distribution list through email marketing tools like MailChimp, displaying new newsletters, weekly recreational events, and free/cheap business seminars.--
Financial Representative Intern 06/2022 - 08/2022
Northwestern Mutual, Chicago , IL United States
Industry: Financial Services
Collaborate with different financial representatives and execute rigorous PX work to give my superiors an updated client file. Build and maintain client bases, keep financial plans updated, and build new client portfolios by meeting around 15 clients per week. Gain sales knowledge through client meetings, weekly NM training sessions, and sales calls with older, more experienced agents. Signed 9 clients in 2.5 months, helping them ensure their needs whether they are health, life, or investment related
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General Office Assistant 09/2021 - 06/2022
UIC OCC, Chicago , IL United States
Industry: Education
Schedule meetings, mostly online through Zoom, by aligning the calendar availabilities of the Senior Director of OCC with other department heads and take minutes to upload them onto Box folders weekly. Research work and data entry using Google Maps and Excel get a better perspective of resource availability and inequity. Work with the IT team to make changes to UIC websites – organize information page, aestheticize front page, and list new UIC events updated daily
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University of Illinois Chicago 01/2020 - 12/2023
Chicago , IL, United States
Degree: Bachelor's Degree
Major:Finance
Minor:Economics
Relevant Coursework: FIN 412 (Portfolio Management), FIN 330 (Quantitative Methods), ECON 300 (Econometrics), RES 472 (Real Estate Finance) GPA 3.3

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