Experience

Summit Financial Networks, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Relationship Manager

  • Aug 2021 - Present



Stephens

• Financial Services
• 700 & Above Employee

• PCG Trading Supervisor

  • Feb 2020 - Aug 2021

• Trader - Series 4, 7, 9, 10, 24, 57 63

  • Jul 2013 - Feb 2020



Hancock Investment Services - Hancock Bank

• New Orleans, LA

• Senior Securities Specialist

  • Mar 2012 - Jun 2013

  Investment professional providing information and trading, support to clients, Establish new accounts and relationships, Assist in brokerage operation functions. Investment professional providing information and trading, support to clients, Establish new accounts and relationships, Assist in brokerage operation functions.



Redirect Ware

• Co-Owner/ Senior Account Executive

  • Jun 2011 - Mar 2012

  Develop business plan, establish and grow network of dealers by providing knowledge of QR Codes and NFC tags. Represent and present the company to potential investors and other interested parties Negotiate sales and provide service to individual and business clients Actively seek new clients through the use of cold calls and social media Develop business plan, establish and grow network of dealers by providing knowledge of QR Codes and NFC tags. Represent and present the company to potential investors and other interested parties Negotiate sales and provide service to individual and business clients Actively seek new clients through the use of cold calls and social media



Whitney Securities & Investments

• Directed Broker

  • Aug 2007 - Jun 2011

  Assisted clients by providing accurate and timely information/service relating to accounts, investments, and brokerage web platform. Accurately completed trades of stocks, mutual funds and other securities which ranged from a few hundred dollars to over one million dollars. Assisted clients and management in a broad range of tasks essential to the completion of a brokerage conversion. Assisted clients by providing accurate and timely information/service relating to accounts, investments, and brokerage web platform. Accurately completed trades of stocks, mutual funds and other securities which ranged from a few hundred dollars to over one million dollars. Assisted clients and management in a broad range of tasks essential to the completion of a brokerage conversion.



Hancock Whitney

• United States
• Banking
• 700 & Above Employee

• Teller

  • Mar 2005 - Aug 2007

  Provided clients with an excellent experience by quickly and accurately processing a broad range of transactions, providing information, and completing other services as needed/requested. Actively sought opportunities to help customers and recommend bank products and services to meet clients' needs Protected bank assets by carefully taking in and dispensing funds, as well as through strict following of bank guidelines. Provided clients with an excellent experience by quickly and accurately processing a broad range of transactions, providing information, and completing other services as needed/requested. Actively sought opportunities to help customers and recommend bank products and services to meet clients' needs Protected bank assets by carefully taking in and dispensing funds, as well as through strict following of bank guidelines.