Experience

Fairview®, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director, Business Solutions

  • Jun 2023 - Present

• Associate Director of Clients Solutions, Business Analyst

  • May 2022 - Present

• Lead Compliance Associate

  • Jan 2020 - May 2022

• Senior Compliance Associate

  • Mar 2019 - Jan 2020

• Compliance Associate

  • Mar 2018 - Mar 2019

  Fairview Investment Services is a financial services firm located in Raleigh, NC, providing innovative, streamlined back office operations and technology to help registered investment advisers, broker-dealers, and other financial institutions comply with SEC regulations.

• Compliance Support Group Member

  • Jun 2016 - Mar 2018

• Intern

  • Feb 2016 - Jun 2016



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Bank Teller

  • Aug 2014 - Feb 2015

  - Process transactions while cross-selling various types of products and services that meet the customers' needs - Resolved discrepancies concerning customers' accounts - Work 20 hours per week

• Intern

  • May 2014 - Aug 2014

  - Provided information about the benefits of banking with Wells Fargo to families and students at the UNC-CH first-year orientation- Attended numerous Wells at Work financial seminars to foster relationships with potential clients- Collaborated with other interns in continuously updating the company database on new and potential clients in the area



Camp Sea Gull and Camp Seafarer

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Camp Counselor

  • May 2009 - Aug 2010

  Summers '09 and '10 Summers '09 and '10