Compliance Analyst

• Apr 2020 - Present

Private Wealth Associate

• Aug 2015 - Mar 2020

Work with ultra high net worth clients, family office, strong written communications with clients, Work with ultra high net worth clients, family office, strong written communications with clients,

Client Service Associate

• Mar 2012 - Aug 2015

Maintains accurate customer account records, opens customer accounts, provides back up support to the Financial Advisors, and provides administrative support Maintains accurate customer account records, opens customer accounts, provides back up support to the Financial Advisors, and provides administrative support

Branch Office Administrator

• Feb 2010 - Mar 2012

· Processed and managed accounts for new investors · Worked alongside office staff in helping clients with accounts and marketing · Took charge of marketing, reviewed information on market, and updated office with new technology updates · Schedule appointments and managed calendar for the Financial Advisors

Floater

• Aug 2008 - Feb 2010

· Provided support for Branch Office Administrator when out sick or on vacation · Helped clients with inquiries regarding account

Branch Office Administrator

• Jun 2007 - Aug 2008

Processed and managed accounts for new investors Updated clients on market activities Worked alongside Financial Advisor to bring office profits to next level

Co-Chair

• Dec 2010 - May 2011

As co-chair for the organization my duties consisted of leading the meetings, assisted with members questions, lead in the executive meetings, and help keep the organization organized. As co-chair for the organization my duties consisted of leading the meetings, assisted with members questions, lead in the executive meetings, and help keep the organization organized.

Intern

• Sep 2008 - Nov 2008

provided support to the Political/Economic section Worked alongside Political and Economic officers in keeping diplomatic ties in Belgium provided support to the Political/Economic section Worked alongside Political and Economic officers in keeping diplomatic ties in Belgium

Assistant Property Manager/ Real Estate Agent

• Nov 2005 - Jun 2007

· Detailed showings of rental properties and For Sale properties · Was responsible for advertising available properties · Managed maintenance request and tenants inquiries · Dealt with supervisions and inspections of completed maintenance requests · Detailed showings of rental properties and For Sale properties · Was responsible for advertising available properties · Managed maintenance request and tenants inquiries · Dealt with supervisions and inspections of completed maintenance requests

Assistant Suite Manager

• Aug 2002 - Nov 2005

· Detailed tours for prospective tenants and inquiry about office space. · Helped bring occupancy from 74% to 85%, working alongside Suite Manager. · Helped organize the suite to insure a timely management running of the floor. · Three years of experience receptionist skills · Detailed tours for prospective tenants and inquiry about office space. · Helped bring occupancy from 74% to 85%, working alongside Suite Manager. · Helped organize the suite to insure a timely management running of the floor. · Three years of experience receptionist skills