Energetic professional highly effective at working with students of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting student education and career goals through astute guidance.
● Provide excellent financial customer service to clients of varying personal needs and demographics through: Effective communication, including strong listening skills and ability to articulate complicated subjects with simple clarity; excellent verbal and written skill; direct feedback on progress of financial goals; creation of actionable plan to improve existing deficiencies; maintaining approachable, consistent and professional manner with initiate openness with diverse clientele; facilitating clear dialogue to ensure clarity and motivate action.
● Created content and led presentations for Women in Investing/Philanthropy