Experience

Omni Financial Advisory Group
• United States
• Non-profit Organization Management
• 1 - 100 Employee
• Financial Advisor

  • Apr 2023 - Present


Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Apr 2022 - Apr 2023

• Investment Consultant

  • Oct 2021 - Apr 2022

• Workplace Planning Associate

  • Jun 2020 - Oct 2021



Fortitude Systems

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Technical Recruiter

  • Jul 2019 - Apr 2020

  • Generated candidate and account leads through cold calls and in-person meetings • Navigated full-cycle recruitment process from initial introduction to signed offer letter • Instrumental in increasing client contracts due to increased candidate success • Effectively met and exceeded every monthly sales goal • Helped develop and mentor junior account representatives through training and best practices • Generated candidate and account leads through cold calls and in-person meetings • Navigated full-cycle recruitment process from initial introduction to signed offer letter • Instrumental in increasing client contracts due to increased candidate success • Effectively met and exceeded every monthly sales goal • Helped develop and mentor junior account representatives through training and best practices



Realty Capital Securities

• Financial Services
• 1 - 100 Employee

• Summer Analyst

  • May 2015 - Jul 2015

  • Real Estate Analytics: Constructed real estate models used to analyze potential investments and project future cash flows in the New York City market • Strategic Sales Analytics: database management, analyzed historical data in order to identify losses in the current system, formulate models and tables to target specific opportunities in the future market place • Participated in the operations of due diligence events while developing both broker-dealer and client relations • Real Estate Analytics: Constructed real estate models used to analyze potential investments and project future cash flows in the New York City market • Strategic Sales Analytics: database management, analyzed historical data in order to identify losses in the current system, formulate models and tables to target specific opportunities in the future market place • Participated in the operations of due diligence events while developing both broker-dealer and client relations