Experience

All Saints' Episcopal School

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Advancement Coordinator

  • Aug 2020 - Present

  All Saints’ Episcopal School of Fort Worth promotes academic excellence in a nurturing, Christian environment and upholds the Anglican tradition of worship. All Saints’ Episcopal School has steadily grown to become a nationally recognized preK-12 college preparatory school. As the Advancement Coordinator I am responsible for furthering the mission of All Saints’ by ensuring the effective use of our relationship management database to facilitate clear communication, reporting, and prompt stewardship to our funders, partners and volunteers. As a member of the Advancement team, my role is to maintain constituent records, build reports for analytics and communication to all key stakeholders, and to support the Advancement Team with all aspects of annual fundraising efforts. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Grant Specialist

  • Jul 2019 - Mar 2020

  Researched and interfaced with charitable organizations to ensure their tax-exempt eligibility to facilitate the grant making process. Provided top quality customer service to clients and advisors. Provided resourceful, effective problem analysis and resolution to clients. Served as dedicated relationship liaison to specified high net worth clients and advisors. Researched and interfaced with charitable organizations to ensure their tax-exempt eligibility to facilitate the grant making process. Provided top quality customer service to clients and advisors. Provided resourceful, effective problem analysis and resolution to clients. Served as dedicated relationship liaison to specified high net worth clients and advisors.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Relationship Manager

  • Jul 2017 - Jul 2019

  As a Relationship Manager I build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Meet customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (for example, customer’s banking, small business, mortgage and investment needs) in adherence with policies and procedures I participating in weekly proactive planning sessions for client engagement activities and drive sales-related topics. Sell financial products (for example, credit cards, CDs, IRAs, small business loans) and open deposit accounts. Execute sales and service tactics, activities and processes, as defined by company policies and procedures. Proactively manage risk in every business, product and service transaction leveraging available tools Comply with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction Assist, educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile banking. Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy Show less



David Peterson - State Farm Insurance Agent

• United States
• Insurance
• 1 - 100 Employee

• Account Executive/Sales Team Member/Marketing Specialist

  • Feb 2014 - Jun 2017

  Texas state licensed in Property/Casualty and Life/Health Insurance. Create and facilitate insurance and financial service product presentations to potential and existing clients Accurately prepare forms, policies, endorsements when required Provide prompt, professional customer service Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Establish customer relationships and follow up with customers, as needed. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Maintain a strong work ethic with a total commitment to success each and every day. Show less