Annabeth Castellanos

- Maintain professional client to service provider relationship.
- Manage and oversee inventory control.
- Obtain budgeting and spending spreadsheet records.
- Respond to potential and or returning clients Inquiries in a professionally and timely manner.
- Create marketing strategies to help connect with potential clients around the area via social media marketing.

Observed day to day operations and gained valuable insights into personal financial planning.
- Learned about financial analysis and financial modeling specific to the financial services industry
- Gained insights from colleagues which enhanced my interests in pursuing financial advising.