Nov 2024 – Present · 1 yr 6 mos

• UppitAI is an education platform founded by Nate Herk, creator of a 600K+ subscriber YouTube channel that’s educated 25M+ viewers worldwide. We empower people to build no-code AI solutions, become problem solvers, and scale without hiring.
• As the home of the AI Automation Society communities, we’re bullish on community, innovation, and helping people harness AI to become superhumanly productive.

Nov 2024 – Present · 1 yr 6 mos

• AI Automation Society is a global community of 300k+ forward-thinking professionals united by a shared mission: to learn, build, and deploy real-world AI automations and intelligent systems, regardless of educational experience.
• Whether you're a beginner exploring AI for the first time or an entrepreneur looking to scale with automation, this is a supportive, resource-rich space to grow.

Jul 2024 – Nov 2024 · 4 mos · Salt Lake City, Utah, United States · On-site

Jun 2023 – Aug 2023 · 2 mos · Salt Lake City, Utah, United States

• This business operations team is critical to the success of all businesses and the firm. We manage the day-to-day activity of our various businesses to ensure efficiency and increase value.
• We work with internal stakeholders to optimize our business processes by applying proven methodologies and leveraging cutting-edge technology, giving the firm a strategic and competitive advantage.
• We provide client onboarding support, post-trade transaction services and post-trade portfolio services for FICC and Equities. Our Client Coverage Group manages key client relationships to enhance the client experience front to back. We support the FICC and Equities businesses to develop and deliver new products, services and markets.

Jan 2023 – Jan 2024 · 1 yr · Iowa City, Iowa, United States

• Facilitated all chapter activities and operations by coordinating with 24 other executive members
• Communicated with AKPsi nationals, the University, and our members to ensure consistent practices
• Write weekly emails to keep all members up to date with events and opportunities
• Organize the calendar at the beginning of the semester
• Plan speakers or events for weekly chapter meetings
• Keep up to date with national and university requirements
• Maintain a good relationship with our faculty and chapter advisors
• Run weekly chapter meetings and executive board meetings
• Follow up with all positions to ensure they are following activating plans & meeting deadlines
• Promptly respond to all questions from general members and executive members
• Attend president trainings throughout Tippie and the university
• Support executive members by helping organize events, pick up materials, answer questions, etc.

Aug 2022 – Jan 2023 · 5 mos · Iowa City, Iowa, United States

• Oversaw the entire roster and maintained updated status of membership throughout the semester
• Ensured that all events were approved by the university and remained consistent with fraternity code

Aug 2022 – Aug 2023 · 1 yr · Iowa City, Iowa, United States · On-site

• Represented Tippie through recruiting students and facilitating informational events weekly
• Polished skills in public speaking, event planning, and communication through interacting with Tippie guests
• Assisted in organizing, set up, and take down for various university events hosting over 300 people

May 2022 – Aug 2022 · 3 mos · Peoria, Illinois, United States

• Assisted my financial advising team through the critical tasks of creating client reports and balancing RMD data
• Expanded my knowledge on portfolio construction by analyzing, comparing, and recommending funds
• Deepened my understanding of wealth management through weekly market condition calls and wholesaler meetings

Aug 2017 – Jan 2021 · 3 yrs 5 mos · Peoria, Illinois, United States

• At Smoothie King, I prepared smoothies according to customer's demands. I was in charge of opening and closing the store which included many small but critical tasks. One of these tasks was closing the drawer which involved handling over $300 in cash every shift.

May 2017 – Aug 2017 · 3 mos · Peoria, Illinois, United States

• While working in the restaurant at the Country Club of Peoria, I was responsible for clearing and setting up tables in the dining room and on the outside terrace. I also assisted with set up and take down for events with over 200 attending guests.