Experience

• 

  Hill Transportation & HTSI Logistics

  • Griffith, Indiana, United States

  • Vice President Operations

    • Sep 2023 - Present
    • Griffith, Indiana, United States

• 

  Baber Farms

  • Paris, IL

  • Manager

    • Oct 2015 - Jun 2016
    • Paris, IL

    Managed operation of our 2000 acre farm Created and maintained $40,000 monthly budgetReduced monetary outflows while keeping inflows consistentCreated and maintained 10 acre prairie restoration project

• 

  Merrill Lynch

  • United States
  • Financial Services
  • 700 & Above Employee

  • Private Wealth Associate

    • May 2014 - Oct 2015

    • Responsible for servicing $1.5 billion in assets for ultra-high net worth individuals as well as institutional clients, with a minimum of $10 million in investable assets. • Team ranked “America’s Top 1200 Advisors” by Barron’s magazine • Team ranked “Top 400 Financial Advisors” by Financial Times • Educating clients and FAs on products and procedures • Operational and administrative duties primarily focused on alternative investments, annuities, market-linked investments, managed products, and philanthropic giving. • Coordinate and complete team projects efficiently and effectively through constant communication and prioritization using innovative thinking to achieve the desired outcome. • Use quantitative and analytical skills to advance the financial goals of individuals and institutions. • Build personal relationships with clients to help create individually tailored solutions to family and individual needs. • Provide diligent and detailed client services including presentations and reports, while keeping clients informed about the process and explaining scenarios in an easy to understand, non- jargon, fashion.

  • Registered Client Associate

    • Feb 2010 - May 2014

    • Responsible for servicing $300+ million in assets, creating reports, presentation, and client education • Identify business opportunities by monitoring client activity, surrender schedules, maturing investments, and cash deposits • Complement FA’s business development by implementing optimal business practices and though regular informational meetings • Maintain and improve client relationships by becoming the main point of contact and developing personal relationships • Match client needs with risk, timeframe and goal appropriate products to allow the client to make effective financial decisions that are in their best interests • Educate clients on products and procedures while setting realistic expectations • Instruct FAs of changing procedures and products • Consult clients via outbound sales and review calls