Experience

Bloomin' Brands, Inc.

• United States
• Restaurants
• 1 - 100 Employee

• Senior Financial Analyst

  • Jun 2022 - Present

  Tampa, Florida, United States



Raymond James Investment Management

• United States
• Investment Management
• 100 - 200 Employee

• Internal Wholesaler - Carillon Tower Advisers

  • Apr 2021 - Present

  St Petersburg, Florida, United States



Fisher Investments

• United States
• Financial Services
• 700 & Above Employee

• Investment Counselor

  • Dec 2021 - May 2022

  Tampa, Florida, United States



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Consultant - Succession Planning & Acquisitions

  • Dec 2019 - Apr 2021

  Saint Petersburg, FL, United States

• Partner Relations Analyst - PCGIP

  • Oct 2016 - Dec 2019

  Saint Petersburg, Florida - Managing the negotiation and completion of dealer, Omnibus/Networking, & Education/Marketing partnership agreements (effectively negotiated over 300 operational + 110 E&M partnership agreements in response to DOL-related firm changes) - Function as a dedication point of contact for Partner level firms (~80 firms) from a relationship management perspective - Provide support to senior-level relationship managers working with Premier and Preferred level partner firms -… Show more - Managing the negotiation and completion of dealer, Omnibus/Networking, & Education/Marketing partnership agreements (effectively negotiated over 300 operational + 110 E&M partnership agreements in response to DOL-related firm changes) - Function as a dedication point of contact for Partner level firms (~80 firms) from a relationship management perspective - Provide support to senior-level relationship managers working with Premier and Preferred level partner firms - Organize and analyze in-depth mutual fund sales, AUM, & advanced metrics in order to present to executive-level management - Serve as a primary contact for financial advisors from a support perspective with respect to mutual fund inquiries

• Operations Analyst, Alternative Investments Group

  • Jun 2014 - Oct 2016

  Tampa/St. Petersburg, Florida Area - Full service operations analyst on a growing Alternative Investments platform - Experience working with fund sponsors at an operational level in a multitude of Alts. strategies (hedge funds, private equity, real estate, managed futures, long-short equity funds, etc.) - Handle full fund on-boarding, facilitate new subscriptions, reconcile and report valuation updates, maintain up-to-date client records with funds, facilitate transfers/re-registrations, reconciling and paying out advisor… Show more - Full service operations analyst on a growing Alternative Investments platform - Experience working with fund sponsors at an operational level in a multitude of Alts. strategies (hedge funds, private equity, real estate, managed futures, long-short equity funds, etc.) - Handle full fund on-boarding, facilitate new subscriptions, reconcile and report valuation updates, maintain up-to-date client records with funds, facilitate transfers/re-registrations, reconciling and paying out advisor commissions, handle fund liquidations, etc. - Act as a central point of contact for financial advisors and fund companies, receiving incoming phone calls - Extensive experience as a fund operations manager working with proprietary private equity products facilitating capital calls, distributions, preparing fund update write-ups, working directly with investors - Part of a process improvement team: working with IT department to improve efficiency and effectiveness of operational systems - Manage multiple time-sensitive tasks at once ensuring completion and accuracy - Routinely perform complex data analysis needed to effectively report platform-wide Alts. information - Efficiency in proactive and reactive communication with financial advisors, fund sponsors, administrators, etc. - Efficiency in high level Excel functions (Vlookup, Pivot Table, Macro-building, Monte Carlo analysis, etc.)



BCPeabody

• Environmental Services
• 1 - 100 Employee

• Technical Writer, Project Estimator

  • Feb 2014 - Jun 2014

  Tampa/St. Petersburg, Florida Area - Wrote bids for various construction project, both public and private sector - Worked with multiple sub-contractors to effectively estimate pricing projects



Avila Golf and Country Club

• Hospitality
• 1 - 100 Employee

• Aquatics Manager, Food and Beverage, GTS Camp Coordinator

  • Jun 2010 - Feb 2014

  Tampa/St. Petersburg, Florida Area - Upheld a high level of service for clients - Applied problem solving skills in a stressful, busy environment - Assisted upper management with planning and executing events



Suncoast Coffee Service and Vending

• Business Analyst Intern

  • Feb 2011 - Sep 2013

  Tampa/St. Petersburg, Florida Area - Established enhanced financial reporting modeling - Developed account projection model and cash flow forecasting model - Assisted and implemented Direct Ship program - Implemented and managed social media marketing campaigns



Adam Putnam Campaign

• Bulls for Putnam Leader

  • Oct 2010 - Mar 2011