Wealth Advisor

• Jan 2021 - Present

Contact: 918-986-7282 Contact: 918-986-7282

Senior Relationship Manager

• Jan 2016 - Jan 2021

Relationship Manager

• Jan 2013 - Jan 2016

Financial Services Representative

• Aug 2010 - Jan 2013

• Responsible for providing the best client experience. • Develop tactics to increase assets, profitability and customer loyalty within our branch. • Strive to continuously improve our operational efficiency and assist others with maximum support.• Provide efficient and timely handling of requests for our clients, team and partners while adhering to our compliance and audit measures.• Actively listen to clients and document their ideas and suggestions. Highlights:• 2013 Voice of the Customer Ambassador.• 2012 Excellence in Action• Developed a proactive campaign targeting clients to encourage them to add beneficiaries and other features to ensure their assets pass to their heirs as they wish and avoid probate. Show less

Field Support Representative

• Jan 2004 - Aug 2010

• Provided support and customer service to MetLife agents and external financial advisors. • Assisted and educated on products. • Fund transfers, allocation changes and valuation quotes. • Helped with forms necessary to submit business in good order • Provided support and customer service to MetLife agents and external financial advisors. • Assisted and educated on products. • Fund transfers, allocation changes and valuation quotes. • Helped with forms necessary to submit business in good order

Service Assistant

• Jan 2002 - Jan 2004

Responsible for opening new asset fee based accounts • Central point of contact for clients and home office • Compliance, purchasing, and scheduling • Payouts, distributions, systematic trades, and follow-up • Life, A&H, Insurance and Series 7 and 63 licenses Responsible for opening new asset fee based accounts • Central point of contact for clients and home office • Compliance, purchasing, and scheduling • Payouts, distributions, systematic trades, and follow-up • Life, A&H, Insurance and Series 7 and 63 licenses

Client Services

• Jan 1999 - Jan 2002

• Responsible for providing administrative and marketing support • Extensive contact with clients and home office • Record keeping for compliance • Handled account set-ups, transactions, and follow-up • Life, A&H, Insurance and Series 7 and 63 licenses • Responsible for providing administrative and marketing support • Extensive contact with clients and home office • Record keeping for compliance • Handled account set-ups, transactions, and follow-up • Life, A&H, Insurance and Series 7 and 63 licenses