Motivated finance graduate seeking to launch a career as a Financial Advisor by helping individuals and families build wealth and plan for the future. Eager to grow with a firm that values integrity, lasting client relationships, and professional development. I graduated from Coastal Carolina in 2025 and have called Myrtle Beach home since I was a child.
Overview
8
8
years of professional experience
Work History
Server, Barback, Expeditor, Backwaiter
Greg Norman’s Australian Grille, North Myrtle Beach
North Myrtle Beach
09.2017 - Current
Communicated with a diverse clientele, strengthening interpersonal and cross-generational communication.
Earned repeat business and very high satisfaction ratings, reflecting consistent follow-through and attention to client needs.
Built lasting relationships with clientele, delivering personalized service in a high-volume, fine dining environment, serving 200+ guests nightly.
Trained new staff members and helped with multiple system transitions, showcasing leadership and adaptability.
Recognized for fostering team collaboration and ensuring smooth coordination between the kitchen and front-of-house staff.
Operated efficiently under pressure, constantly developing my multitasking and problem-solving skills.
Education
Bachelor of Science - Finance
Coastal Carolina University
Conway, SC
05.2025
Skills
Client Focused: Relationship Building, Communication, Active Listening, Needs-Based Selling
Financial: Financial Modeling, Market Research, Budget Planning, Cash Handling, Time Value of Money, Market and Economic Analysis
Technical: Microsoft Excel (VLOOKUP, Pivot Tables, Charts, and Visualization), Word, Powerpoint, Familiarity with CRM and POS systems, What-If Analysis, Conditional Formatting, NPV, IRR
Other: Adaptability, Time Management, Analytical Thinking, Team Leadership, Quick Learner, Positive Attitude, Networking
AWARDS
Dean’s List Recipient, CCU Scholar Award, SC LIFE Scholarship, Leadership Recognition
Certifications and Licenses
Securities Industry Essentials (SIE) Exam - Passed, FINRA (2025)
LANGUAGES
English
Basic Spanish and Swedish
INTERESTS
Passionate about personal finance, investing, and retirement planning, Social Outings, Strategic games (Chess, Sudoku), Golfing, Outdoor Activities
Timeline
Server, Barback, Expeditor, Backwaiter
Greg Norman’s Australian Grille, North Myrtle Beach