Experience

VOX Funding

• United States
• Financial Services
• 1 - 100 Employee

• Director of Operations

  • Sep 2022 - Present



Bankers Healthcare Group

• United States
• Financial Services
• 300 - 400 Employee

• Senior Finance Manager

  • Aug 2021 - Mar 2022

• Associate Pricing Manager

  • Apr 2021 - Aug 2021



Radium Two Capital, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Revenue Operations & ISO Management

  • Mar 2020 - Mar 2021



Accel Capital, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Funding Manager

  • Aug 2017 - Mar 2020



PHD

• United Kingdom
• Advertising Services
• 700 & Above Employee

• Senior Analyst, Client Finance

  • Aug 2016 - Aug 2017



Mindshare

• United Kingdom
• Advertising Services
• 700 & Above Employee

• Financial Analyst

  • Nov 2015 - Aug 2016

  • Performed variance analysis of labor costs • Maintained employee records in Mediaocean database for USA offices • Reported to and worked closely with the Director of Client Finance • Extracted and manipulated large data sets • Provided client specific cost analysis to Client Leads • Performed variance analysis of labor costs • Maintained employee records in Mediaocean database for USA offices • Reported to and worked closely with the Director of Client Finance • Extracted and manipulated large data sets • Provided client specific cost analysis to Client Leads



Langdon Florist

• United States
• Public Relations and Communications Services

• Assistant Manager

  • Nov 2014 - Nov 2015

  • Reconcile credit card transactions from internet orders • Provide cost basis analysis for events and large jobs • Perform end of day cash register balancing and close outs • Utilize CRM to develop and implement sales promotions via HTML email • Identify outstanding payments in accounts receivable to organize collection agent’s efforts • Teach new hires POS system, sales procedures and daily operations • Reconcile credit card transactions from internet orders • Provide cost basis analysis for events and large jobs • Perform end of day cash register balancing and close outs • Utilize CRM to develop and implement sales promotions via HTML email • Identify outstanding payments in accounts receivable to organize collection agent’s efforts • Teach new hires POS system, sales procedures and daily operations



Glitch Gaming Apparel

• Apparel & Fashion

• Sales Consultant

  • Mar 2015 - Sep 2015

  • Travel to conventions across the United States representing Glitch Gaming Apparel and selling products directly to end users • Strategize product and display placement for point of sale locations • Coordinate and participate in the logistics of moving products from air shipping centers to point of sale locations • Process high volumes of cash and credit card sales • Travel to conventions across the United States representing Glitch Gaming Apparel and selling products directly to end users • Strategize product and display placement for point of sale locations • Coordinate and participate in the logistics of moving products from air shipping centers to point of sale locations • Process high volumes of cash and credit card sales



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Mar 2014 - Sep 2014

  • Consulted with clients to determine financial goals and needs and develop plans for growth • Identified and advised appropriate investment strategies for clients • Presented tailored financial solutions to clients facing financial crisis and assisted in understanding and implementing a proposed solution • Compared portfolios using Morningstar to determine optimal allocations • Prepared and presented sales material for investment strategies • Provided consulting services for new and existing clients on the utilization of tax efficient investments Show less



Global Arena Capital

• Greater New York City Area

• Broker Trainee

  • Oct 2013 - Dec 2013

  • Prepared paperwork to transfer new financial accounts to Global Arena Capital • Updated information on current and potential investments and created research reports • Presented investment information to front office staff during daily meetings • Developed account management skills through interactions with brokers, client associates and clients • Closely examined equities and currency markets, evaluating trends and assessing data to find opportunities and make recommendations to senior staff Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Jun 2012 - Jul 2012

  • Performed cost basis analysis to update current positions in client portfolios • Transferred client information from existing platform to Salesforce CRM • Maintained client database, working closely within our group to relationship-manage clients and maximize referrals and sales opportunities • Built a stock split and dividend calculator in MS Excel to determine current allocation values from historical data • Designed a client communication survey to assess how clients use MyMerrill online application and better serve their needs Show less