Experience

Mutual Group

• United States
• Financial Services
• 1 - 100 Employee

• Advisor/Client Support Specialist

  • Jun 2021 - Present

  -obtained Series 7 -currently studying for Series 24



Favor Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Manager III

  • Nov 2020 - Jun 2021

  Los Angeles, California, United States

• Client Service Manager II

  • Feb 2020 - Nov 2020

  Greater Los Angeles Area Currently balancing the roles of two Relationship Managers, Client Service Manager and Front Desk. Promoted from Client Service Manager to Client Service Manager II in under four months. • Works in Salesforce, Black Diamond, United Capital’s FinLife, TD Ameritrade, Community National Bank and other platforms • Prepares new account and sub-account documentation as well as alternative investment subscription agreements and life insurance paperwork • Processes… Show more Currently balancing the roles of two Relationship Managers, Client Service Manager and Front Desk. Promoted from Client Service Manager to Client Service Manager II in under four months. • Works in Salesforce, Black Diamond, United Capital’s FinLife, TD Ameritrade, Community National Bank and other platforms • Prepares new account and sub-account documentation as well as alternative investment subscription agreements and life insurance paperwork • Processes cashiering requests and money movement (journals, international wires, transfers, etc.) • Interacts and assists clients and contra firms on requests, K-1s, NIGOs, paperwork and research items • Participates in any events or special projects as needed

• Client Service Manager

  • Oct 2019 - Jan 2020

  Los Angeles Metropolitan Area • Quality checked, processed and approved relationship managers’ client paperwork and company communications • Maintained CRM database of Salesforce to ensure data is correct and up to date • Managed multiple calendars and requests from clients, financial advisors, office manager and relationship managers • Participated in any events or special projects as needed • Scanned and logged checks



Traveled and Moved

• Traveled and Moved to Los Angeles

  • Jul 2019 - Sep 2019

  Traveled for a couple months and moved to California.



AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• New Business Case Manager- Gold Team

  • Mar 2019 - Jun 2019

  Phoenix, Arizona Area • Promoted to servicing advisors on all levels with a main focus on Gold level advisors • Processes across multiple custodian platforms: AssetMark Trust, Pershing, TD Ameritrade and Fidelity • Works with outside investment strategist companies for High Net Worth accounts

• New Business Case Manager

  • Jul 2018 - Mar 2019

  Phoenix, Arizona Area • Promoted in 6 months from Operations to New Business • Facilitates the opening and funding of new accounts with financial advisors -Obtained Series 6 - Investment Company Products/Variable Contracts Representative

• Account Operations Specialist

  • Jan 2018 - Jul 2018

  Processes requests for financial advisors ranging from money movements to account updates. • Meets daily deadlines • Exceeds department quotas and metrics



Barton Associates Inc.

• Staffing and Recruiting
• 700 & Above Employee

• Provider Relations Specialist

  • Jan 2017 - Dec 2017

  Phoenix, Arizona Area • Represents Barton Associates at international major medical conferences • Conducts educational presentations on the locum tenens industry and Barton Associates • Travels to university programs and professional organizations in the US • Reaches out to programs and organizations to schedule visits • Presents at lunch and learns, career fairs, panels and exhibits at conferences



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Relationship Specialist

  • Feb 2013 - Sep 2016

  Operations liaison to 40+ investment advisory firms with $40+ billion. Balanced inbound and outbound phone calls, managed requests ranging from money movement to reviewing court paperwork, conducted research and reports. • Primary representative for seven firms with $3+ billion in combined assets • Trained and mentored new hires and co-workers in procedures • Wrote new hire training modules • Specialist for company wide project impacting thousands of… Show more Operations liaison to 40+ investment advisory firms with $40+ billion. Balanced inbound and outbound phone calls, managed requests ranging from money movement to reviewing court paperwork, conducted research and reports. • Primary representative for seven firms with $3+ billion in combined assets • Trained and mentored new hires and co-workers in procedures • Wrote new hire training modules • Specialist for company wide project impacting thousands of accounts • Delivered premium customer service by meeting strict deadlines and company quota • Monitored activities and requests to ensure they were within compliant and fiduciary regulations • Entrusted with highly confidential information • Member of Women in Networking at Schwab (WINS) Show less



Southwest Human Development

• United States
• Individual and Family Services
• 300 - 400 Employee

• Marketing and Development Administrative Assistant

  • Mar 2012 - Feb 2013

  Supported the Marketing and Development department at Arizona’s largest nonprofit early childhood development agency. Managed various projects and roles including outside responsibilities by using strategy, writing, creativity and research skills. • Entirely responsible for extremely successful Groupon campaign fundraiser that resulted in raising 200% the fundraising goal • Sole manager of donor database including updates, processing of reports, all donations and grants •… Show more Supported the Marketing and Development department at Arizona’s largest nonprofit early childhood development agency. Managed various projects and roles including outside responsibilities by using strategy, writing, creativity and research skills. • Entirely responsible for extremely successful Groupon campaign fundraiser that resulted in raising 200% the fundraising goal • Sole manager of donor database including updates, processing of reports, all donations and grants • Stewardship manager for entire agency for everything from donations to acknowledgement of visits and interests •Managed processing of all donations, check requests, purchases, solicitations, confirmation to events, donations of various sorts, etc. • Assisted in event coordination of fundraisers including one with over 1,000 registrants and over $200k in funds raised • Researched individual, company and grant donor prospects to increase giving • Designed promotional advertisements and stewardship outreach materials including a slideshow for a clinic and a Facebook advertisement that increased traffic 400% to Facebook page • Wrote Facebook, email and outreach communications on an as-needed basis • Supported entire department and agency-wide projects including Special Events, Grant Management, Corporate Relations, etc. Show less



Greenlink Networks

• Telecommunications
• 1 - 100 Employee

• Program Management Associate

  • Sep 2011 - Nov 2011

  King of Prussia, PA Company closed with no warning. Provided program management assistance at a company that collaborated with television stations and local merchants throughout the nation to offer rewards to members through group-buying and sweepstake purchases. • Wrote audience-targeted descriptions of offers • Engaged customers on seven Facebook pages and throughout various markets • Utilized CRM database to coordinate with sales team’s data • Supported both Online Marketing… Show more Company closed with no warning. Provided program management assistance at a company that collaborated with television stations and local merchants throughout the nation to offer rewards to members through group-buying and sweepstake purchases. • Wrote audience-targeted descriptions of offers • Engaged customers on seven Facebook pages and throughout various markets • Utilized CRM database to coordinate with sales team’s data • Supported both Online Marketing and Program Management Teams Show less



University of Pennsylvania

• United States
• Higher Education
• 700 & Above Employee

• Administrative Assistant

  • Dec 2010 - Sep 2011

  Greater Philadelphia Area Prioritized support for five Major Gift Officers and general office staff at the multi-million dollar fundraising External Affairs department. Coordinated meetings and reports, handled reimbursements, alumni gifts, events and board meeting logistics. Entrusted with managing confidential material such as research and large financial transactions. • Created researched strategies to target potential prospects, expanding position to include support for Development Research Department due to… Show more Prioritized support for five Major Gift Officers and general office staff at the multi-million dollar fundraising External Affairs department. Coordinated meetings and reports, handled reimbursements, alumni gifts, events and board meeting logistics. Entrusted with managing confidential material such as research and large financial transactions. • Created researched strategies to target potential prospects, expanding position to include support for Development Research Department due to success of research and time management • Trained and learned new Atlas and research databases, programs and techniques • Managed multiple calendars with reminder emails and notifications regarding events, paperwork and meetings Show less



Nancy Mosser Casting

• Casting Intern

  • Jan 2010 - Apr 2010



ACLU

• United States
• Non-profit Organizations
• 700 & Above Employee

• Legal Intake Intern

  • Jan 2009 - Apr 2009