Sr. Advisor Associate

• Mar 2021 - Present

As a Senior Advisor Associate, my role consists of providing an enhanced layer of support to both our clients and our advisors in Madison and Janesville by leveraging firm resources to deliver reporting data, assisting our advisors with portfolio construction and management, researching client inquiries about their portfolios and planning topics, and building financial plans for clients. I was a member of our Advisor Client Experience Committee from 2018-2019 where I helped identify, synthesize, and communicate best practices for advisory processes across the firm. Having found my way into financial services with an English degree, I'm passionate about client education and enjoy making financial literacy accessible to clients of all backgrounds. Show less

Advisor Associate

• Oct 2019 - Feb 2021

Formerly Bronfman Rothschild: https://www.nfp.com/about-us/news-perspectives/press-release-details/wealthspire-advisors

Client Associate

• Jun 2015 - Oct 2019

Bronfman Rothschild Wealth Advisors offers advisory services for wealthy individuals and families, institutions, and retirement plans. We know our clients are in search of a principled advisor they can trust to know their priorities and preferences, and so we make it our mission to cultivate a true partnership with every client at every turn. This means an independent business model that minimizes conflicts, deep expertise that goes beyond investing, and seamless coordination with other advisors our clients trust, ultimately simplifying the lives of the clients we serve while growing and preserving their wealth. Show less

Executive Assistant/Office Manager

• May 2014 - May 2015

Shoutlet is an enterprise-class, cloud-based social relationship platform that empowers brands to build meaningful customer relationships by harnessing the power of social marketing. More than 600 brands and agencies in 70+ countries use Shoutlet to publish, engage, and measure social marketing campaigns that gather consumer data to drive measurable business impact. Headquartered in Madison, WI, Shoutlet has additional offices in New York, San Francisco, Atlanta, and London. Current customers include 3M, Best Buy, Fox Sports, Hot Topic, 24 Hour Fitness, Abbott, Canon, Macy's, and Norwegian Cruise Line. Show less

Executive Assistant/Receptionist

• Sep 2012 - May 2014

Shoutlet is an enterprise-class, cloud-based social relationship platform that empowers brands to build meaningful customer relationships by harnessing the power of social marketing. More than 600 brands and agencies in 70+ countries use Shoutlet to publish, engage, and measure social marketing campaigns that gather consumer data to drive measurable business impact. Headquartered in Madison, WI, Shoutlet has additional offices in New York, San Francisco, Atlanta, and London. Current customers include 3M, Best Buy, Fox Sports, Hot Topic, 24 Hour Fitness, Abbott, Canon, Macy's, and Norwegian Cruise Line. Show less

Teacher

• Jul 2010 - Sep 2012

Along with my co-teacher, I cared for 8 infants daily. We provided basic care (feeding, diapering, soothing them to sleep) as well as developed specific lesson plans and activities that promoted their cognitive, physical, and emotional development. Along with my co-teacher, I cared for 8 infants daily. We provided basic care (feeding, diapering, soothing them to sleep) as well as developed specific lesson plans and activities that promoted their cognitive, physical, and emotional development.

Server

• Jan 2010 - May 2010

Mail Clerk

• May 2005 - Aug 2008