Experience

• 

  Equanimity Wealth Management

  • Wealth Advisor

    • Sep 2023 - Present

• 

  MERS of Michigan

  • United States
  • Financial Services
  • 100 - 200 Employee

  • Benefit Plan Advisor

    • Jan 2023 - Oct 2023

  • Benefit Education Specialist, CFEI

    • Nov 2018 - Oct 2023

• 

  Independent

  • Brighton, Michigan

  • Executive Account Manager

    • Sep 2017 - Jan 2019
    • Brighton, Michigan

• 

  Mainstay Capital Management

  • Grand Blanc, Michigan

  • Portfolio Associate

    • May 2017 - Sep 2017
    • Grand Blanc, Michigan

• 

  Raymond James

  • Troy, Michigan

  • Annuity Sales Consultant

    • Aug 2016 - Apr 2017
    • Troy, Michigan

• 

  FirstMerit Bank

  • United States
  • Financial Services
  • 700 & Above Employee

  • Investment Sales Assistant

    • Jun 2014 - Aug 2016

    •Assist top producing Advisors with service issues including but not limited to: death claims, IRA beneficiaries, distributions, paperwork, BranchNet notifications, BTRs/networking, checking voicemail, following up on client inquiries and researching and resolving client issues •Organize and manage customers’ accounts and interactions using a CRM application, Salesforce •Schedule client appointments, meetings and arrange travel accommodations •Assist with sales/marketing initiatives by providing client lists, approved marketing correspondence, special events and sales meeting preparation •Coordinate with Financial Advisor to ensure all paperwork is submitted in a compliant, accurate, complete and timely manner to LPL Financial

  • Check Adjustment Analyst II

    • Jun 2009 - Jun 2014

    •Researched branch work in order to verify and correct adjustments to minimize any loss to the bank •Adjusted corrections by applying a debit or credit to the clients account as needed •Corrected encoding errors and assisted the branches and tellers with any other discrepancies •Reconciled various cash accounts and branch truncation •Provided excellent branch support to the tellers, supervisors, and managers•Trained new employees on policy and procedures •Lead the team in learning all new programs and procedures during merger

• 

  ELGA Credit Union

  • Commercial Teller

    • Nov 2005 - May 2008

    •Team leader and organized team building activities•Trained new employees on policy and procedures •Excellent communication, customer service, and problem solving skills •Vast experience in cash handling •Worked well under pressure and stayed professional•Addressed large commercial business issues and transacted efficiently•Vast Product Knowledge that that lead to success in attaining and exceeding sales goals•Familiarity with banking operations, policy, compliance, and products