Summer Lane

• Analyzed financial performance of portfolio projects, providing recommendations for improvement and risk mitigation.
• Streamlined reporting processes, enhancing transparency and communication of portfolio performance metrics.
• Facilitated portfolio performance review and implemented new strategies.
• Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
• Coordinated with legal and compliance teams to ensure all investments adhered to regulatory standards, mitigating risk.
• Enhanced client trust and retention by delivering personalized portfolio performance reviews and forecasts.

• Streamlined operations by implementing efficient processes and optimizing workflows to reduce delays and enhance service delivery.
• Ensured strict compliance with industry regulations, maintaining up-to-date knowledge of relevant guidelines and best practices.
• Collaborated in developing long-term strategic plans that aligned operational goals with company objectives to support growth initiatives.
• Conducted quality control and monitored production efforts to ensure compliance with standards and maintain product integrity.
• Maintained leadership roles on BRG boards: AccessAbility, Women on the Move, and PRIDE.

• Built relationships with customers by connecting them with team members to address specific financial needs
• Maintained book of 150+ clients
• Supported New Build Client Engagement Strategy by contacting over 600 households to enhance community outreach
• Facilitated Financial Literacy seminars and classes with College of Charleston
• Organized donations of socks, computer monitors, printers, and non-perishable food items for Lowcountry Foodbank, One80 Place, and Charleston Development Academy.
• Participated in leadership positions on the PRIDE Southeast board as Business Manager, AccessAbility Southeast board as Marketing and Communications and Women on the Move board as Site Lead/Event Coordinator

• Coordinated schedules, workflows, and shift coverage to align with business demands
• Ensured inventory accuracy through stock counts and discrepancy reconciliation
• Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies
• Managed accounts for costs of goods, accounts payable, invoices, and merchandising.

Minor: Spanish

Minor: Spanish