Private Client Banker II at JPMorgan Chase (2026-09 – Present)
- Lead needs-based client meetings (~6 hours daily) covering cash flow, lending, investment, and protection needs for affluent households.
Private Client Banker at KeyBank (2025-05 – 2026-08)
- Managed a book of 2,000 households, conducting needs-based reviews across cash flow, lending, investments, and insurance; maintained a 90% client satisfaction score.
- Built CRM segmentation to flag at-risk and high-potential households for proactive reviews, growing full-relationship clients 2.5%.
Corporate Strategy Analyst at Wood Consulting Group (2024-05 – 2025-05)
- Built cash flow forecasts and a capital expenditure plan for a small bakery; identified tax planning opportunities that reduced annual tax liability by $20,000.
- Rebuilt a law firm's sales funnel and KPIs, cutting wasted ad spend 13% and improving peak-period same-day response 50%, contributing to a $100,000 increase in monthly revenue.
- Built a shipping and pricing model for an oyster farm; repricing and a 4% reduction in per-order shipping cost together delivered $120,000 in annual savings.
Content and Data Intern at UTC24.io (2021-04 – 2022-12)
- Planned and executed social content campaigns for digital-asset clients across Twitter, Instagram, and TikTok.
- Compiled user statistics and KPI reporting for the internal team; coordinated alpha and beta testing ahead of product launches.
