
Dynamic financial intern with experience at Toro West Capital Advisers, adept at procuring and efficiently delivering tax documents to the broad client base (about 374 of them). Motivated sophomore in high school who is a proven problem-solver and fast learner. Looking for a position to contribute to client satisfaction and operational success. I am a dedicated athlete specializing in competitive freestyle mogul skiing and other sports-related activities.
Evaluating and delivering all 2023-2024 tax and K1 documents (375) to clients and CPA groups. Utilized Outlook, Excel, and Sharepoint as part of these services.
Utilized Linked-in recruiter to expand network of specialized pelvic therapy physical therapists. Increased 1st level connections from 700 contacts to 1600 contacts.