Experience

Eastport Real Estate Services

• United States
• Real Estate
• 1 - 100 Employee

• Senior Property Accountant

  • Jan 2019 - Present

• Property Accountant

  • Apr 2015 - Jan 2019



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern

  • Sep 2014 - Apr 2015

  • Prepare meeting preparations for advisors which included Morningstar Reports • Prepare year end deliverables to send to clients informing them of account activity • Attend Client Service Meetings with Financial Advisors • Generate Life Insurance, Disability Insurance, and Long Term Care Quotes for clients • Create Client Accounts such as education assets, like 529s, and various retirement accounts • Complete trades and money movements when authorized • Prepare meeting preparations for advisors which included Morningstar Reports • Prepare year end deliverables to send to clients informing them of account activity • Attend Client Service Meetings with Financial Advisors • Generate Life Insurance, Disability Insurance, and Long Term Care Quotes for clients • Create Client Accounts such as education assets, like 529s, and various retirement accounts • Complete trades and money movements when authorized



Del's Lemonade

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Assistant Manager/Salesman

  • Jul 2010 - Aug 2014

  • Communicated with customers and generated sales in designated locations • Directly handled with cash and cash management • Responsible for store, product, and equipment maintenance • Manufactured lemonade and other products • Communicated with customers and generated sales in designated locations • Directly handled with cash and cash management • Responsible for store, product, and equipment maintenance • Manufactured lemonade and other products