Experience

Dunlap & Associates Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Planning Associate

  • Aug 2020 - Present



BT Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Associate

  • Aug 2017 - Aug 2020

  - New investor client on-boarding and custodial account maintenance - Act as liaison between clients and financial advisors - Private fund administration - New investor client on-boarding and custodial account maintenance - Act as liaison between clients and financial advisors - Private fund administration



Georgia General Assembly

• United States
• Computer Networking Products
• 1 - 100 Employee

• Legislative Intern

  • Jan 2017 - Apr 2017

  - Performed administrative tasks such as answering the telephone, drafting letters, meeting notices, and memos - Helped prepare for committee meetings by drafting meeting agendas and compiling bills and resolutions for review - Coordinated communication between the Senate legislators and state officials, staff, agency personnel, and constituents in the development and advancement of legislation - Performed administrative tasks such as answering the telephone, drafting letters, meeting notices, and memos - Helped prepare for committee meetings by drafting meeting agendas and compiling bills and resolutions for review - Coordinated communication between the Senate legislators and state officials, staff, agency personnel, and constituents in the development and advancement of legislation