Experience

Cornerstone Financial Network

• United States
• Financial Services
• 1 - 100 Employee

• Internal Wholesaler Supervisor

  • Feb 2023 - Present

  Enhances and maintains an understanding of the products, services, and operational structure to enhance ability to identify and target sales growth opportunities. Develop business on behalf of Cornerstone Financial Network in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations. Provide product and illustration sales support on a variety of carriers & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants. Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor. Identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality. Show less

• Advisor Services

  • Aug 2022 - Present

  Oversee the growth and development of Cornerstone Financial Network's products, services, and operations to meet the company's growth goals.Develop and execute business strategies that support the company's growth goals while maintaining a positive company image and adhering to all regulatory rules and ethical standards.Provide guidance and support to Advisors and Brokers to ensure high-quality service and client satisfaction.Build and maintain business relationships with internal/external stakeholders, including clients, partners, and industry peers, to drive new business opportunities and foster a culture of customer-centricity.Recruit, hire, and onboard top talent to support the company's growth goals and maintain a high-performance culture.Represent CFN at industry events, such as conferences, seminars, and webinars, to increase brand awareness and generate new business opportunities.Create compelling and informative content for various marketing channels, including newsletters, social media, and webinars, to educate clients and prospects on industry trends and best practices.Lead process improvement initiatives to optimize workflows, reduce costs, and increase efficiency and effectiveness. Show less


Cumberland County Schools
• Primary and Secondary Education
• 700 & Above Employee
• Elementary School Music Teacher

  • Aug 2020 - Apr 2022


Loews Hotels & Co

• United States
• Hospitality
• 700 & Above Employee

• Concierge

  • Jun 2014 - Aug 2020

  Conducted annual meetings for Concierge Team. Trained new Team Members, and Entry Level Managers to Loews and Hard Rock standards per company requirements. Assisted Department Head Manager in interviews for potential team members. Obtained Guest reviews/rating monthly and collected data on overall Concierge Customer Service and Guest Satisfaction. Collected inventory and logistics for department. Nominated for Team Member of the month and quarter in 2017. Assisted guests with booking amenities, providing dining options, planning itineraries, arranging transportation, being in the know of all entertainment in and around the Universal Orlando Resort and Orlando Area. Trained on Club Level: ability to handle food and alcoholic/non-alcoholic beverages. Restocking all inventories. Accommodating all food allergies. Ensured team members are comfortable and were able to perform job requirements to full potential. Show less