Experience

Barrow Hanley Global Investors

• United States
• Investment Management
• 100 - 200 Employee

• Client Services Associate

  • Jan 2022 - Present



Personal Capital

• United States
• Financial Services
• 300 - 400 Employee

• Client Support Specialist

  • Feb 2020 - Jan 2022



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Client Solutions Executive

  • Sep 2019 - Feb 2020

  ● Built client relationships by uncovering the technological needs of small to medium sized businesses ● Mastered product portfolio to position solutions to clients ● Successfully completed 50 cold calls a day, while setting 8-10 meetings per week for client consultations ● Proficient with all internal client management tools including Salesforce and Zoominfo ● Built client relationships by uncovering the technological needs of small to medium sized businesses ● Mastered product portfolio to position solutions to clients ● Successfully completed 50 cold calls a day, while setting 8-10 meetings per week for client consultations ● Proficient with all internal client management tools including Salesforce and Zoominfo



Snowden Lane Partners

• United States
• Financial Services
• 100 - 200 Employee

• Summer Intern

  • Jun 2018 - Aug 2018

  ● Assisted with the creation of a new accounting numbering system in Excel ● Organized and compiled the Board Book for the annual meeting of the Board Members ● Created and managed new monthly P&L statement in QuickBooks ● Authored guide for web address creation for the firm’s Corporate Operations Manual ● Assisted with the creation of a new accounting numbering system in Excel ● Organized and compiled the Board Book for the annual meeting of the Board Members ● Created and managed new monthly P&L statement in QuickBooks ● Authored guide for web address creation for the firm’s Corporate Operations Manual



Cerity Partners

• United States
• Financial Services
• 400 - 500 Employee

• Summer Intern

  • Jul 2017 - Aug 2017

  ● Assisted CFO with the creation and implementation of a new global strategic management plan ● Researched and identified high-net worth and institutional prospects for the firm ● Attended weekly investment committee meetings ● Researched, wrote and presented financial investment reports for client portfolios ● Assisted CFO with the creation and implementation of a new global strategic management plan ● Researched and identified high-net worth and institutional prospects for the firm ● Attended weekly investment committee meetings ● Researched, wrote and presented financial investment reports for client portfolios



U.S. Chamber of Commerce

• Government Relations Services
• 400 - 500 Employee

• Summer Intern

  • Jun 2015 - Aug 2015

  ● Researched and prospected for new Chamber membership ● Organized Chamber sponsored events, panels and keynote speeches ● Collaborated on special projects with a wide variety of internal departments ● Researched and prospected for new Chamber membership ● Organized Chamber sponsored events, panels and keynote speeches ● Collaborated on special projects with a wide variety of internal departments