Experience

CapSouth Wealth Management

• Dothan, Alabama, United States

• Relationship Manager

  • Nov 2021 - Present

  - Primary point of contact for assigned clients and responsible for ensuring a consistent positive client experience. - Provides administrative assistance to Investment and Wealth Advisors to ensure all commitments are completed and followed through in a timely manner. - Answer client questions, schedule meetings, request pertinent documentation, client meeting preparation and follow up. - Manage client money movement, asset transfers, and communicate with client's CPAs and attorneys. Show less



Bell Partners Inc

• United States
• Real Estate
• 700 & Above Employee

• Community Manager

  • Mar 2021 - Nov 2021

• Assistant Community Manager

  • Feb 2021 - Mar 2021



Lincoln Property Company

• United States
• Real Estate
• 100 - 200 Employee

• Business Manager

  • Jan 2020 - Dec 2020

  Managed a luxury 412 unit community in the heart of Dunwoody conveniently located within walking distance to public transit with premier shopping and dining at your fingertips.

• Business Manager

  • Oct 2017 - Jan 2020

  Managed a brand new luxury highrise/mid-rise 369 unit community in the heart of Midtown Atlanta which includes 7 onsite retail spaces.

• Business Manager

  • Jul 2016 - Oct 2017

  Managed a 325 unit luxury mid rise community, including 7 onsite retail spaces.

• Business Manager

  • Mar 2014 - Jul 2016

• Business Manager

  • May 2013 - Mar 2014

• Assistant Property Manager

  • Jul 2011 - May 2013

• Assistant Property Manager

  • Jan 2011 - Jul 2011

• Assistant Property Manager

  • Jul 2010 - Dec 2010

  Promoted quickly from Leasing Specialist to Assistant Property Manager.

• Leasing and Marketing Professional

  • Jun 2009 - Jul 2010



Greystar

• Park Lake Apartments, Norcross, GA

• Leasing and Marketing Professional

  • Oct 2008 - Jun 2009



Peachtree Corners Animal Clinic

• Norcross, GA

• Front Office Manager

  • Mar 2006 - Apr 2008

  -Provided superior customer service while building relationships with clients and vendors. -Trained and supervised the front office staff and worked in conjunction with veterinary technicians and doctors. -Maintained office supplies and supply of pet food and supplies. -Maintained filing system of patient records -Developed training materials for front office staff for various veterinary practices. -Scheduled appointments and maintained cash drawer and deposits daily. -Provided superior customer service while building relationships with clients and vendors. -Trained and supervised the front office staff and worked in conjunction with veterinary technicians and doctors. -Maintained office supplies and supply of pet food and supplies. -Maintained filing system of patient records -Developed training materials for front office staff for various veterinary practices. -Scheduled appointments and maintained cash drawer and deposits daily.



North Georgia Gynecology

• Alpharetta, GA

• Front Office Receptionist

  • Jun 2005 - Mar 2006

  -Greeted patients and provided excellent customer service. -Handled all patient check-ins and check-outs. -Maintained accurate filing system. -Verified patient insurance and scheduled appointments. -Prepared reminder letters and assisted with bulk mailings. -Maintained accurate cash drawer. -Greeted patients and provided excellent customer service. -Handled all patient check-ins and check-outs. -Maintained accurate filing system. -Verified patient insurance and scheduled appointments. -Prepared reminder letters and assisted with bulk mailings. -Maintained accurate cash drawer.