Experience

New Covenant Trust Company

• Financial Services
• 1 - 100 Employee

• AVP Financial & Investment Planning Professional

  • Aug 2019 - Present

  Louisville, Kentucky



Allworth Financial

• United States
• Financial Services
• 100 - 200 Employee

• Associate Financial Advisor

  • Jul 2018 - Aug 2019

  Cincinnati, Ohio

• Client Service Specialist

  • Sep 2016 - Jul 2018

  Cincinnati, Ohio



Community Trust and Investment Company

• United States
• Investment Management
• 1 - 100 Employee

• Client Service Associate II

  • Oct 2014 - Aug 2016

  Lexington, Kentucky • Place and receive sales/service calls to/from clients, prospects, vendors and various bank departments. • Advise Financial Consultants of all time sensitive issues involving clients or compliance, as well as deadlines/cutoffs for monthly production. • Conduct retail and corporate referral trainings. • Maintain and update client and compliance files. • Track pending sales/paid commissions as requested. • Serve as a Quality Control liaison by reviewing all new account paperwork… Show more • Place and receive sales/service calls to/from clients, prospects, vendors and various bank departments. • Advise Financial Consultants of all time sensitive issues involving clients or compliance, as well as deadlines/cutoffs for monthly production. • Conduct retail and corporate referral trainings. • Maintain and update client and compliance files. • Track pending sales/paid commissions as requested. • Serve as a Quality Control liaison by reviewing all new account paperwork for accuracy before submission. • Periodically review Financial Consultant’s books with over 100 million in assets to post trades, pull daily reports and transfer funds. Show less



University of Kentucky

• United States
• Higher Education
• 700 & Above Employee

• Athletics-Media Relations Intern

  • Dec 2006 - Feb 2007

  Lexington, Kentucky Area Coordinated media interviews for all teams. Co-authored and distributed press releases and complied and distributed statistical information.