Experience

Ballentine Capital Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Operations Specialist

  • Jun 2023 - Present



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Client Associate

  • Jul 2022 - Jun 2023



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Associate Personal Banker

  • Jun 2021 - Jul 2022

  In this position, I manage new and existing client relationships, both business and consumer. I provide specialized financial products for customers; which include trust accounts, investment and mortgage referrals, personal loans, and other credit products. I maintain close relationships with Wells Fargo partners to continually improve sales opportunities, such as mortgage bankers and financial advisors.

• STAR Loan Documentation Specialist III

  • Jan 2021 - Jun 2021

  In this short-term assignment, I review and evaluate the effectiveness of SBA Paycheck Protection Program loan origination process. This includes reviewing financial documents and extracting data for payroll calculations and to mitigate risk associated with approving these applications. I have had to opportunity to work on several queues including payroll validation, business validation, and SBA review.

• Personal Banker - Business Advocate

  • Nov 2019 - Jan 2021

  In this position, I manage new and existing client relationships, both business and consumer. I provide specialized financial products for customers; which include trust accounts, investment and mortgage referrals, personal loans, and other credit products. I maintain close relationships with Wells Fargo partners to continually improve sales opportunities, such as mortgage bankers and financial advisors.



Hartwell Golf Course

• Hartwell, Georgia

• Tournament Director

  • May 2018 - Dec 2019

  Through managing a team of twelve staff members, I continually grew monthly revenues. I achieved this goal by working directly with advertisers ranging from local businesses to regional commercial businesses. By working with these businesses, I met and exceeded monthly sales targets. I was able to increase tournament members to record amounts by proactively reaching out to local high school and middle school programs. I was able to leverage relationships with regional college programs to attend the tournaments to additionally entice additional attendance from local golfers. Show less



Franklin County Rec department

• Carnesville, Georgia

• Concessions Coordinator

  • Aug 2012 - Oct 2017