Financial Advisor

• Jan 2021 - Present

Associate Financial Advisor

• May 2018 - Present

Client Specialist

• May 2015 - 2018

- Initiates and completes all transactions required to fully service client accounts- Aided in the transition of an Adviser's book of business to a new firm

Temporary Associate - Client Resource Team

• May 2015 - Aug 2015

- Directing Client Inquiries- Archiving New and Prior Client Files - Transitioned new associates investment accounts

PWM Intern

• May 2014 - May 2015

• Completed special projects at the direction of the financial advisor’s assistants• Routed telephone inquiries and incoming correspondence to correct personnel• Developed and presented a mock investment portfolio for a hypothetical client • Performed general office duties as directed

Marketing Intern

• May 2014 - Aug 2014

• Analyzed sales and inventory data and compiled summary Excel reports • Prepared full company sales overview for newly hired sales director • Analyzed sales and inventory data and compiled summary Excel reports • Prepared full company sales overview for newly hired sales director

Accounting Intern

• May 2013 - Aug 2013

• Created journal entries, developed support schedules and analyzed the general ledger for month end close producing an electronic financial workbook for several corporate and trust entities • Assisted in the administration of the insurance and 401(k) benefit program for the company and its subsidiaries including preparing monthly invoices, calculating imputed income, determining the MLR rebate and reconciling the HRIS software • Created journal entries, developed support schedules and analyzed the general ledger for month end close producing an electronic financial workbook for several corporate and trust entities • Assisted in the administration of the insurance and 401(k) benefit program for the company and its subsidiaries including preparing monthly invoices, calculating imputed income, determining the MLR rebate and reconciling the HRIS software