Experience

Jetset World Travel

• United States
• Hospitality
• 1 - 100 Employee

• Luxury Travel Advisor with Epperly Travel

  • Apr 2018 - Present

  Epperly Travel is a travel agency with a team that is comprised of well trained and seasoned travel advisors who ensure your time is spent enjoying your vacation – not planning it. Our proud record of accomplishments is proven in being featured in the news of Forbes, Brides.com Bravo Martha Steward Weddings & Huffpost. ▁▁▁▁▁▁▁▁ As an Independent Contractor at Epperly Travel, I started my book of business with the company based on my strong enthusiasm and passion in making traveling process fun, easy, and fast. With this in mind, I collaborate with a team of travel advisors to offer a fee-based planning process that gives a completely personalized trip. WHAT WE CAN DO FOR YOU: ● We offer short questionnaire that will give us the insight needed to plan a 4 or 5-star vacation customized just for you! ● We collaboratively discuss options to find the perfect place for you. ● We help you enjoy a seamless trip by working on your behalf. Whether you're planning to enjoy your vacation or on a deadline for a business trip, Epperly Travel is your best partner to deliver unmatched services on the planet. For detailed information about our travel services, please visit our website: ⇒ www.epperlytravel.com Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Client Associate

  • Jan 2016 - Jan 2018

  Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch's financial advising teams combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve all their goals. ▁▁▁▁▁▁▁▁ Early 2016, I was brought on board as the Lead Client Associate for one large team and a support for multiple other teams at Merrill Lynch. In this role, I was charged with the primary responsibility of growing client relationships by proactive calls, enrolling new clients, opening and funding accounts, placing trades, and assisted in the rebalancing of portfolios. As part of my responsibilities, I played a significant roles in organizing and updating team technology for Webcasts, presentations, and mobile device use; supporting my team by opening accounts, funding and enrolling accounts in the Merrill Lynch One platform and managing expense reporting; and streamlining and implementing efficient annual review system for Financial Advisors and document review notes in Salesforce. Other responsibilities and contributions included: ❖Developed best practices to match the risk tolerance and the time horizon within each portfolio to address the pending “Aged Variances” which keeps the team ahead of due dates by at least one month. ❖Managed and tracked the team’s Client Experience Standard report to reflect 100% in all categories. ❖Proactively contacted prospective clients to establish relationships, schedule appointments, manage Financial Advisor’s team calendar, and gather new client information Show less



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Intern to Assistant GA

  • Jun 2015 - Aug 2015

  During my tenure as an Intern to Assistant GA at MassMutual Financial Group, I was selected as the Head of “Orphan Policy Program” . I also contributed immensely to business growth by reviewing policies that were 10yrs or older and/or were not assigned to an agent with the goal of generating new business. Within this role, I was acknowledged for giving undivided support to multiple office functions including front desk duties, filing, and planning team events as an intern. With a focus on business success, I consistently organized General Agent’s weekly presentation for Monday morning office huddles. Show less



Martin-Grace Benefit Group Inc.

• Birmingham, Alabama Area

• Intern

  • May 2013 - Aug 2013