Experience

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  Merrill Edge

  • Financial Services
  • 700 & Above Employee

  • Financial Solutions Advisor

    • Feb 2023 - Present

  • Financial Service Representative

    • Dec 2021 - Feb 2023

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  Radcliffe Jewelers

  • Pikesville, MD

  • Operations Coordinator

    • Apr 2014 - Dec 2021
    • Pikesville, MD

    • Operational functions include entering new merchandise into internal inventory management system, sending out items for repair and allocating repair costs upon their return, testing watches for accuracy, and giving them to the photographer to take pictures.• Responding to wholesale and retail w...

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  Aon Hewitt

  • Hunt Valley, MD

  • Benefits Operations Manager

    • Sep 2013 - Nov 2013
    • Hunt Valley, MD

    •Collaborate with Benefits Implementation Manager to ensure proper handoffs to operations team. Ensure processing documentation is accurate and complete.•Review and sign off on escalated Benefits Analysts deliverables (e.g., data quality checks, client responses) to ensure ongoing adherence to st...

• 

  T. Rowe Price

  • Owings Mills, MD

  • 529 Representative / 401(k) Specialist

    • Nov 2009 - Sep 2013
    • Owings Mills, MD

    529 Representative, 2/2012-9/2013•Answer incoming phone calls from 529 brokers and account holders to service the caller.•Offer detailed 529 product knowledge to callers. •Submit trades via phone calls and process incoming paperwork including account maintenance, redemptions, purchases, exchanges...

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  gkv Communications

  • Baltimore, MD

  • Account Coordinator

    • Oct 2007 - Jul 2009
    • Baltimore, MD

    •Communicated clients’ needs to Account Management, Creative Department and Interactive Department.•Initiated new product launches by developing creative briefs and scheduling kickoff meetings with appropriate staff.•Oversaw all steps of creative process to ensure deadlines were met and clients’ ...

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  Abbey Concepts

  • Philadelphia, PA

  • Customer Service Representative

    • Sep 2005 - May 2007
    • Philadelphia, PA

    •Coordinated new orders with the Production Department and scheduled shipping upon completion. •Promptly responded to product pricing and technical information inquiries. •Increased efficiency company-wide by improving communication and reducing paperwork. •Resolved customer complaints in a ti...

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  NWJ Companies

  • Phoenix, AZ

  • Acquisitions Specialist

    • Sep 2004 - Mar 2005
    • Phoenix, AZ

    •Conducted preliminary market research by identifying properties in specific zip codes of interest.•Developed pro-formas in Excel using current revenues and expenses to determine important financials such as projected net operating income and capital gains/losses.•Drafted contracts including purc...

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  Len Stoler Ford

  • Owings Mills, MD

  • Internet Sales Representative

    • Sep 2003 - Mar 2004
    • Owings Mills, MD

    •Responded to Internet inquiries and enticed leads to schedule sales appointments. •Provided sales demonstrations to both Internet and walk-in customers. •Trained a sales team of 10 on how to use new customer relationship management database.