At Equity Trust, I support clients using self-directed IRAs to hold real estate, private lending, and alternative assets. I process contributions, distributions, and transfers, review documentation for compliance, and help clients understand custodial requirements and transaction workflows.
I coordinate with custodians, financial institutions, and internal departments to share transfer updates and resolve discrepancies. I’m currently working toward my Enrolled Agent credential.
At Safeway, I advanced from packaging to baking within two weeks and served as acting manager during department leadership absences. I improved production efficiency by 20% and helped reduce stock-outs through improved inventory tracking and ordering systems.
