Irell Riley Peterson

Over the course of 8 weeks in The Externship, I observed real client meetings and developed financial planning deliverables across cash flow, investments, insurance, taxes, college/student loans, retirement, and estate planning.

I earned certification in eMoney and gained hands-on experience with Asset-Map, Redtail, EncorEstate Plans, Nitrogen, and Holistiplan. I also learned from 60+ financial planning professionals featured in The Externship, and earned 500 hours toward CFP Board Standard Pathway experience requirements.

• Monitored heart activity to ensure accurate detection of abnormalities and facilitate timely interventions.
• Conducted EKG tests to evaluate cardiac function and support diagnosis of heart-related conditions.
• Analyzed EEG results to identify neurological disorders, enhancing accuracy of patient care decisions.
• Prepared patients for procedures by providing clear instructions and ensuring comfort, facilitating smoother procedure execution.
• Maintained equipment to ensure optimal functionality and reliability in delivering high-quality patient care.

• Prepared accurate tax returns by analyzing clients’ financial information and ensuring all relevant deductions were maximized.
• Ensured tax law compliance by staying updated on current regulations and applying them effectively in all client cases.
• Reviewed financial documents for accuracy and completeness, ensuring integrity of tax preparation process.
• Conducted client consultations to analyze financial situations and devise tailored tax strategies that met client objectives.
• Coordinated filing of extensions, allowing clients additional time to gather documentation while ensuring compliance.

• Supervised classrooms of 20 to 25 students, ensuring continuity of education during teacher absences.
• Provided mentorship, tutoring, and instruction to support students requiring additional academic assistance.
• Utilized prearranged lesson plans for existing classes
• Maintained safe, organized, and clean classroom environment to facilitate student learning.

• Performed 12-lead EKG on patients ranging from neonates to geriatrics, ensuring accurate diagnostic results
• Transmitted and processed EKG reports, evaluating tracings for technical quality and identifying abnormalities
• Assisted in conducting treadmill stress tests
• Administered Holter monitoring procedures to assess cardiac activity and blood pressure monitors to assess patient cardiovascular health
• Utilized a PC to enter and retrieve data