Experience

Saltmarsh Financial Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Feb 2018 - Present

  Tampa/St. Petersburg, Florida Area



Saltmarsh, Cleaveland & Gund

• United States
• Accounting
• 100 - 200 Employee

• Financial Advisor

  • Feb 2018 - Present

  Tampa/St. Petersburg, Florida Area



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Advisor

  • Nov 2015 - Jan 2018



USAA

• United States
• Financial Services
• 700 & Above Employee

• Wealth Manager

  • Oct 2014 - Nov 2015

  Bethesda, MD

• Financial Advisor

  • Feb 2013 - Oct 2014

  Tampa/St. Petersburg, Florida Area



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Retail Investment Specialist

  • Jul 2012 - Feb 2013

  Tampa/St. Petersburg, Florida Area • Accounted for over $10,000,000.00 in new dollars under management for Retail investment since August 2012. • Served as a single point of contact for potential high net worth using a consultative sales approach to prospect for new business. • Created tailor fitted asset allocations for many registration types including IRA, 529, and individual, as well as, joint tenant accounts. • Lead new hire classes and peer coaching as a Subject Matter Expert to help facilitate strong foundations… Show more • Accounted for over $10,000,000.00 in new dollars under management for Retail investment since August 2012. • Served as a single point of contact for potential high net worth using a consultative sales approach to prospect for new business. • Created tailor fitted asset allocations for many registration types including IRA, 529, and individual, as well as, joint tenant accounts. • Lead new hire classes and peer coaching as a Subject Matter Expert to help facilitate strong foundations for new associates. • Responsible for the follow up of inbound and general inquiries to help move prospects and clients to action.

• PSC 401(k) Specialist

  • Jan 2011 - Jul 2012

  • Processed internal rollovers from 401(k) plans to IRA accounts ranging from $1,000.00 to well over $1,000,000. • Identified opportunities to retain clients and assets. • Provided investment guidance to 401(k) participants with a focus on long term, sustained growth, based on the client’s risk tolerance, time horizon, and account objectives. • Selected for multiple client focused/service oriented development programs. • Coached associates to the Consultative Client Interaction… Show more • Processed internal rollovers from 401(k) plans to IRA accounts ranging from $1,000.00 to well over $1,000,000. • Identified opportunities to retain clients and assets. • Provided investment guidance to 401(k) participants with a focus on long term, sustained growth, based on the client’s risk tolerance, time horizon, and account objectives. • Selected for multiple client focused/service oriented development programs. • Coached associates to the Consultative Client Interaction Model to promote development and strengthen associate skill levels.

• PSC 401(k) Representative

  • Nov 2009 - Jan 2011

  Tampa/St. Petersburg, Florida Area • Optimized client experience by providing an exceptional level of service to retirement plan participants by fielding inbound telephone inquiries regarding service related topics. • Accepted and accurately processed transactions without error including but not limited to, investment mix allocation changes, exchanges, loans, salary deferral changes, and pre-authorized withdrawals; perform quality review of all transactions processed to verify accuracy. • Demonstrated developmental growth… Show more • Optimized client experience by providing an exceptional level of service to retirement plan participants by fielding inbound telephone inquiries regarding service related topics. • Accepted and accurately processed transactions without error including but not limited to, investment mix allocation changes, exchanges, loans, salary deferral changes, and pre-authorized withdrawals; perform quality review of all transactions processed to verify accuracy. • Demonstrated developmental growth by engaging in coaching sessions with Supervisors and other coaches and promptly and effectively implementing feedback received • Took ownership of participant and plan related issues by researching historical account activity and interacting with various internal parties to resolve the issue; promptly follow up with participants via outbound telephone calls; follow through appropriately with internal parties via telephone calls and email as needed.