I am a multi-faceted professional with over 3 years of progressive experience in financial services operations and transaction processing at Fidelity Investments, complemented by a substantial background in food service management, culinary operations, and healthcare services. I hold current certifications in Digital Marketing Science and Google Analytics, which I earned through Ziplines Education and Skillshop respectively, valid through 2026. I currently operate House of Beurre, an independent creative and marketing consultancy, and serve as the Founding Producer of The Freudian Slips Experience, an Albuquerque burlesque collective and House of Beurre client.
My experience includes processing same-day workplace retirement plan transactions, providing multi-channel client support, leading teams, and executing projects end-to-end. I have developed expertise in transaction processing systems such as XTRAC and mainframe systems, and I am skilled in Excel and various digital marketing tools including Canva, WordPress, and social media strategy. I have successfully built and launched websites from scratch, applying SEO strategies and content architecture to enhance audience engagement.
I am passionate about creative production and digital marketing, demonstrated through my leadership in producing The Freudian Slips Experience, managing content calendars across multiple social media platforms, and establishing sponsorship programs targeting local businesses. Additionally, I serve as an educator and mentor in performance branding and burlesque act development.
My prior roles at Fidelity Investments involved supporting pension and retirement plan participants, managing complex client situations with empathy, and maintaining high standards of service delivery across chat and phone channels. I have also held various positions in food service management, including Sous Chef and Food Service Sales Manager, where I managed staff, inventory, budgeting, and compliance with safety standards.
I am seeking part-time, remote opportunities where I can leverage my diverse skill set in financial operations, digital marketing, and creative production to contribute effectively to organizational goals.
Business and entrepreneurship-focused degree with an emphasis on operations management, client services, and running a working show barn — a hands-on small business environment.
3.7 GPA; Phi Theta Kappa honor society; multiple certificates with honors
Founded House of Beurre, an independent creative business encompassing performance, digital marketing consultancy, and handmade arts; produce The Freudian Slips Experience, managing full lifecycle from concept through casting, marketing, sponsorship solicitation, and day-of operations; built and launched two WordPress websites including copy, SEO strategy, and content architecture; develop and execute multi-platform content calendars; apply Google Analytics to track audience growth; established sponsorship program; serve as educator and mentor in burlesque act development and performance branding.
Processed same-day money out transactions for workplace retirement plans using Excel, XTRAC, mainframes, and proprietary systems; ensured high accuracy and compliance standards for time-sensitive defined benefit and contribution plan transactions.
Supported participants in pension plans, 401(k) plans, and fixed annuity products via chat and phone; managed complex participant situations with empathetic communication; resolved issues involving 401(k) rollovers, fixed annuities, and retirement plan distributions; maintained high standards across multi-channel service delivery.
Delivered empathetic support to retirement plan participants across chat and phone channels; proactively acquired expertise to define problems clearly and drive successful resolutions.
Provided frontline financial customer service; developed foundational Fidelity systems and retirement product expertise supporting progression into processing roles.
Obtained State Accidental & Health Insurance License in 13 states; identified consumer insurance needs and recommended appropriate insurance packages.
Opened and managed all retail locations across the district; managed kitchen staff including work assignments, labor allocation, and training; managed kitchen P&L and reviewed food and labor cost reports; prepared and submitted paperwork accurately and on schedule.
Performed dietary aide, cook, and dishwasher duties while learning managerial responsibilities; learned payroll submission, staffing patterns, coaching, purchasing, inventory management, and budgeting; assisted with staff training and quality control.
Led team for daily lunch service for 400+ students, faculty, and staff; managed inventory, receiving, and storage; trained and onboarded new employees; oversaw special diets, catering, and events; ensured compliance with standards; created desserts for competitions; adapted operations to COVID regulations.
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