Relationship Manager

• Apr 2021 - Present

As a Relationship Manager, I am focused on enhancing relationships for high-net-worth clients who have complex service and investment needs. Dedicated to developing and executing relationship management plans. Focused on delivering a unique client experience that defines and differentiates Clarus Wealth Group. I work side-by-side with individuals, families, and business owners to deliver wealth management solutions that removes the evolving complexity from their financial life. As a Relationship Manager, I am focused on enhancing relationships for high-net-worth clients who have complex service and investment needs. Dedicated to developing and executing relationship management plans. Focused on delivering a unique client experience that defines and differentiates Clarus Wealth Group. I work side-by-side with individuals, families, and business owners to deliver wealth management solutions that removes the evolving complexity from their financial life.

Financial Technology Advisor & Account Based Marketing

• Sep 2019 - Apr 2021

As a Financial Technology Adviser I connect multi-million dollar business to business (B2B) companies both on the phone at events, to listen to the prospect's pain points or current situation, and advise which of HighRadius solutions would be the best fit for their needs. Connecting them with relevant specialists for technology and workflow integration and consulting. HighRadius is a Fintech enterprise Software-as-a-Service (SaaS) company which leverages Artificial Intelligence-based Autonomous Systems to help companies automate Accounts Receivable and Treasury processes. The HighRadius® Integrated Receivables platform reduces cycle times in your order-to-cash process through automation of receivables and payments processes across credit, electronic billing and payment processing, cash application, deductions, and collections. HighRadius® Treasury Management Applications help teams achieve touch-less cash management, accurate cash forecasting, and seamless bank reconciliation. Powered by the Rivana™ – the Artificial Intelligence Engine Purpose-Built for Finance and the Freeda™ Digital Assistant, HighRadius enables teams to leverage machine learning to predict future outcomes and automate routine labor-intensive tasks. The radiusOne™ B2B Collaboration Network allows suppliers to digitally connect with buyers, closing the loop from supplier receivable processes to buyer payable processes. HighRadius solutions have a proven track record of increasing operational efficiency through automation, optimizing cash flow, reducing days sales outstanding (DSO) and bad debt, so that companies may achieve strong ROI in just a few months. Show less

Restaurant Manager

• Mar 2018 - Sep 2019

Front of House and Back of House Restaurant Manager committed to providing exceptional guest and dining experiences in a fast paced work environment. Dedicated to setting high expectations and raising service standards.

Office Administrator Assistant

• Nov 2017 - Mar 2018

Responsible for administrative procedures in the office. In charge of restaurant inventory control, and organization of documents to ensure efficiency and safety in the workplace. Partner with HR to maintain office policies as necessary.

Server

• Aug 2015 - Mar 2018

Shell BP Student Co-Op

• Aug 2013 - Jul 2014

Assist in the ASU department. Inventory management. Maintain ergonomic database, and personal assistant to ergonomic specialist by scheduling appointments and ordering supplies. Assist in the ASU department. Inventory management. Maintain ergonomic database, and personal assistant to ergonomic specialist by scheduling appointments and ordering supplies.