Adelaide Harmon

Client Relations Specialist at NorthShore Financial Strategies
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Contact Information
us****@****om
(386) 825-5501
Location
Chattanooga, Tennessee, United States, US
Skills

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Bio

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Experience

  • NorthShore Financial Strategies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relations Specialist
      • Feb 2023 - Present

  • Keller Williams Realty, Inc.
    • United States
    • Real Estate
    • 700 & Above Employee
    • Affiliate Broker
      • Oct 2019 - Mar 2023

  • a Private Wealth Management Firm
    • Chattanooga, TN
    • Client Associate
      • Nov 2011 - Oct 2012

      Acted as first line of communication between clients and Financial Advisor Scheduled and organized client meetings as necessary Monitored account activity including trades, cash flow, debits, performance, margin, transfers, (etc.) Maintained detailed and accurate client files Acted as first line of communication between clients and Financial Advisor Scheduled and organized client meetings as necessary Monitored account activity including trades, cash flow, debits, performance, margin, transfers, (etc.) Maintained detailed and accurate client files

  • Tennessee Solar Solutions, LLC
    • Marketing & Sales Representative
      • Jun 2011 - Sep 2011

      Developed and led new business opportunities by building relationships with clients Delivered financial solutions for clients’ facility needs Developed new marketing tactics to expand business Developed and led new business opportunities by building relationships with clients Delivered financial solutions for clients’ facility needs Developed new marketing tactics to expand business

  • Northwest Georgia Bank
    • United States
    • Banking
    • 1 - 100 Employee
    • Financial Service Representative
      • Jan 2011 - Jul 2011

      Prospected for clients through referrals, personal observation and networking Developed and maintained long-term relationships with clients Expanded personal knowledge in order to effectively promote new products and arrive at client-centric financial solutions Prospected for clients through referrals, personal observation and networking Developed and maintained long-term relationships with clients Expanded personal knowledge in order to effectively promote new products and arrive at client-centric financial solutions

Education

  • The University of Tennessee at Chattanooga
    Bachelor of Science, Psychology
    2007 - 2010

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