Experience

Capital Investment Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Associate

  • Feb 2022 - Present

  Assists company in boosting our client base and Assets Under Management by prospecting each potential client that comes through our database. Performing profile meetings to learn if prospect's goals and objectives align with our service model and investment strategies. Maintain strong relationships with our custodians' (Schwab and Fidelity) referral program representatives by leading branch presentations and various social events. Work alongside Business Development and… Show more Assists company in boosting our client base and Assets Under Management by prospecting each potential client that comes through our database. Performing profile meetings to learn if prospect's goals and objectives align with our service model and investment strategies. Maintain strong relationships with our custodians' (Schwab and Fidelity) referral program representatives by leading branch presentations and various social events. Work alongside Business Development and Marketing teams to enhance new sales initiatives. Support Director of Sales in running frequent data reports and analytics through the use of Salesforce, Black Diamond and Excel.

• Senior Client Operations Assistant

  • Apr 2020 - Feb 2022

  Took lead in ensuring each one of our client's received their Required Minimum Distribution to avoid tax penalty's. Head of opening new accounts for entire firm utilizing Salesforce and Black Diamond In charge of correspondence between firm and our Tax, Legal and Medicare Specialists through Integration Program to ensure client needs were met Assisted senior level Advisors with trading

• Operations Assistant

  • Sep 2018 - May 2020

  Greater Atlanta Area File and maintain over 3000+ of our client's records and statements. Assisted in obtaining prospect information and prepare forms or agreements for future and current clients. Assisted in answering telephone calls and enhancing client relationships through processing. Executed various clients requests including money movements, account opening issues, and paperwork. Maintained all relevant compliance records in accordance with strict SEC rule sand regulations.



University of North Carolina at Greensboro

• United States
• Higher Education
• 700 & Above Employee

• Marketing Intern

  • Jan 2018 - May 2018



Kiely Wealth Advisory Group

• Administrative Assistant

  • Jan 2018 - May 2018

  Greensboro/Winston-Salem, North Carolina Area