Retirement Plan Client Service Manager

• Apr 2020 - Present

Finance Manager

• Jan 2020 - Present

Financial Advisor Associate

• Aug 2018 - Jan 2020

Worked directly with clients as a servicing advisor managing client requests, trading in client qualified and non-qualified accounts, and generating investment portfolios. Used several financial software programs to generate reports and heavily contributed to the establishment and implementation of a client segmentation model now used regularly. Implemented processes in client relationship manager (CRM) to increase efficiency and brought in new diverse clients to ensure the long term success of the firm. Helped organize client events and put together educational PowerPoint presentations to present to clients and prospects. Managed the firm's social media, marketing, and branding efforts. Hosted an educational webinar on financial literacy available to thousands of individuals. Show less

Accounting Assistant

• 2016 - Jul 2018

Managed accounts payable and payment processing for offered programs. In charge of revenue intake for the organization. Made personal and employment phone calls to references to gather information. Worked regularly with data entry using excel and our operations system. Managed payment processing for fitness classes and fundraisers totaling thousands of dollars.

Lead Gymnastics Instructor

• Jun 2013 - Jul 2018

Coached gymnastics to students from 18 months to 17 years old and communicated progress levels with parents weekly. Responsible for scheduling staff and supervising class instructors along with managing kids and providing customized strengthening programs for individual members. Class sizes range from 5-20 participants and students are separated by age and level.

Loan Specialist Intern

• May 2017 - Oct 2017

Worked on 200+ loans where I provided technical assistance to the National Disaster Loan Resolution Center. Initiated actions including charge off, reestablishment of loans, deferment, extension of maturity, and referral to liquidation. Reviewed loan files to ensure accuracy, helped customers in resolving delinquent loans, and ordered property, tittle, and customer reports. Worked on 200+ loans where I provided technical assistance to the National Disaster Loan Resolution Center. Initiated actions including charge off, reestablishment of loans, deferment, extension of maturity, and referral to liquidation. Reviewed loan files to ensure accuracy, helped customers in resolving delinquent loans, and ordered property, tittle, and customer reports.

Finance Intern

• May 2017 - Aug 2017

Executed over 100 calls daily to prospective clients. Uncovered over $25,000,000 in potential new assets and over $30,000 in potential annual revenue for the team. Engaged in training sessions specific to portfolio design and maintenance, financial planning, and over-all day-to-day operations regarding important financial concepts. Executed over 100 calls daily to prospective clients. Uncovered over $25,000,000 in potential new assets and over $30,000 in potential annual revenue for the team. Engaged in training sessions specific to portfolio design and maintenance, financial planning, and over-all day-to-day operations regarding important financial concepts.