Experience

Crescent Wealth Advisory

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Aug 2020 - Present



Crescent Wealth Management, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Licensed Insurance Agent

  • May 2019 - Present



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Oct 2018 - May 2019



Apartments.com

• United States
• Software Development
• 300 - 400 Employee

• Sales Support Administrator III

  • Sep 2016 - May 2017

  ● Verified and approved multi-family residential real estate marketing contracts at a maximum of $600k annually● Worked closely with sales team to ensure key performance indicators were obtained timely● Performed SQL queries assisting in reporting client and potential client sales status● Improved timely reporting cadence by quality checking user input into sales mapping application● Created nationwide territories using market service area demographics for sales team

• Client Support Associate II

  • Jan 2016 - Sep 2016

  ● Led initiative to develop national multi-department workflow ensuring final product met user specifications● Improved timely and complete problem restructure by observing client workflow to diagnosis software issues, replicated reported problems, and fully documented context, issue, and potential resolution actions to the development team● Counseled clients on how to resolve support issues while ensuring full and effective product usage● Maintained long standing client relations in the multi-family residential real estate industry Show less



CoStar Group

• United States
• Real Estate
• 700 & Above Employee

• Research Associate II

  • Jun 2013 - Jan 2016

  ● Created and managed sales initiative to penetrate Eastern Georgia market by formally connecting sales team to top regional brokers resulting in $150k generating revenue annually with smaller firms expected to follow suit ● Managed North Georgia portfolio and potential clients by timely updating commercial real estate property listings and building rapport with associated brokers, owners, and investors ● Documented sale and lease comparables for responsible portfolio transitions increasing product effectiveness ● Contributed to vetting of quarterly state absorption report and communicating any misuse of data to leadership Show less



The Loudermilk Companies

• Greater Atlanta Area

• Project Manager Associate

  • Jan 2013 - Apr 2013

  ● Created and maintained database of tenant and vendor common area maintenance reports for accounts receivable monitoring ● Consulted with regional commercial property owners providing updates on development, purchasing, and leasing opportunities in growing yet under developed areas ● Created and maintained database of tenant and vendor common area maintenance reports for accounts receivable monitoring ● Consulted with regional commercial property owners providing updates on development, purchasing, and leasing opportunities in growing yet under developed areas



EcoMetrix Environmental Management

• Greater Atlanta Area

• LEED Certification Consultant

  • Jan 2013 - Apr 2013

  • Advised Atlanta-based property managers in LEED certification opportunities to reduce operating expense • Analyzed LEED offerings and presented assessment of findings and areas of improvement • Collaborated closely with the Better Buckhead Challenge, an organization dedicated to making Buckhead a more environment-friendly area, and co-launched the Buckhead LEED Certification movement • Examined alternatives for widely known private school to improve green features and specifications • Advised Atlanta-based property managers in LEED certification opportunities to reduce operating expense • Analyzed LEED offerings and presented assessment of findings and areas of improvement • Collaborated closely with the Better Buckhead Challenge, an organization dedicated to making Buckhead a more environment-friendly area, and co-launched the Buckhead LEED Certification movement • Examined alternatives for widely known private school to improve green features and specifications



The Nature Conservancy

• United States
• Non-profit Organizations
• 700 & Above Employee

• Stewardship Consultant

  • May 2011 - Aug 2011

  • Assisted conservation biologist in monitoring ecologically rare plant species in the state of Georgia • Combatted invasive plant life in threatened regional ecosystem via environmentally friendly herbicide • Monitored legal compliances of conservation easement tracts • Patrolled prescribed fire units following recent burns, and created digital filing systems for chapter’s prescribed fire documents and ecological field notes • Assisted conservation biologist in monitoring ecologically rare plant species in the state of Georgia • Combatted invasive plant life in threatened regional ecosystem via environmentally friendly herbicide • Monitored legal compliances of conservation easement tracts • Patrolled prescribed fire units following recent burns, and created digital filing systems for chapter’s prescribed fire documents and ecological field notes