Experience

Strategic Wealth Designers

• United States
• Financial Services
• 1 - 100 Employee

• Financial Reporting Specialist

  • Jun 2023 - 7 months

  Denver, Colorado, United States • Create sales reporting to align with client goals and support the Financial Advisor in building client relationships • Prepare client reports and review summary for upcoming appointments • Assist with client reports and mailings • Compile data from previous client meetings and portfolio performance to create reporting to support Financial Advisors with annual strategy updates for clients

• Marketing Coordinator

  • Jun 2021 - Jun 2023

  Denver, Colorado • Planed and executed financial events for retirees, including updating upcoming events on online portals via ClickFunnels, vetting registrations, scheduling appointments, facilitating event, and tracking results via Salesforce • Assisted administrative team with fielding incoming calls from clients and prospects • Coordinated welcome and anniversary gifts for over 80 employees • Established team-building initiative, including monthly events, surprises for employees, and incentive… Show more • Planed and executed financial events for retirees, including updating upcoming events on online portals via ClickFunnels, vetting registrations, scheduling appointments, facilitating event, and tracking results via Salesforce • Assisted administrative team with fielding incoming calls from clients and prospects • Coordinated welcome and anniversary gifts for over 80 employees • Established team-building initiative, including monthly events, surprises for employees, and incentive programs • Wrote content for company newsletter distributed to 5,000+ clients

• Administrative Assistant

  • Nov 2020 - Jun 2021

  Indianapolis, Indiana • Created organizational system for client appointment process for lead advisor by uploading client documents, preparing for upcoming meetings, and communicating between advisors and new business department • Coordinated and maintained advisors' calendars across six offices • Provided excellent client experience while answering incoming calls, confirming appointments, and assisting at event



process. A HAIR SALON

• Cosmetics
• 1 - 100 Employee

• Front Desk Representative

  • Jan 2019 - 2020

  Columbia, South Carolina • Created and maintained full and on-time schedules for fourteen stylists through the use of Millennium software to meet business goals • Contributed to excellent customer service while multi-tasking product purchases, scheduling inquiries, and deliveries • Collaborated on social media content creation and posting on Instagram and Facebook



Alpha Xi Delta

• Non-profit Organizations
• 300 - 400 Employee

• Finance & Operations Vice President

  • Dec 2018 - Dec 2019

  University of South Carolina • Manage yearly budget for the Kappa Gamma Chapter • Work with Finance & Operations team to collect dues, review contracts, issue checks, and track member attendance

• Chapter President

  • Aug 2017 - Dec 2018

  Columbia, South Carolina • Aid in the facilitation of formal recruitment, almost doubling our chapter size • Oversee a successful year of events, volunteer opportunities, and academic success for all members in order to grow as a chapter and national organization • Participate in fundraising efforts for our partner Autism Speaks, raising over $60,000 as a chapter over the past year • Lead Executive Team and providing support for key program initiatives while serving as the spokesperson for the chapter •… Show more • Aid in the facilitation of formal recruitment, almost doubling our chapter size • Oversee a successful year of events, volunteer opportunities, and academic success for all members in order to grow as a chapter and national organization • Participate in fundraising efforts for our partner Autism Speaks, raising over $60,000 as a chapter over the past year • Lead Executive Team and providing support for key program initiatives while serving as the spokesperson for the chapter • Serve as liaison between Fraternity Headquarters, Panhellenic Council, and USC • Responsible for continuously posting engaging content on all social media and ensuring the content coincides with our local chapter and national values



Amelia Cole Events

• Intern

  • May 2018 - Aug 2019

  Chicago, Illinois • Served as a point-of-contact during events to problem-solve and eliminate any potential issues • Maintained an on-time timeline for events to mitigate concerns of couples, families, and vendors • Supported the company’s vision of providing exceptional customer service for both clients and outside vendors during planning and event execution



Allure Designs In Beauty

• United States
• Advertising Services

• Project Manager, Receptionist, Shampoo Assistant

  • Mar 2015 - Aug 2018

  Libertyville, Illinois • Lead implementation of new company branding in-store and online to stay competitive in local market • Established training system for new hires, including creating their training schedule, facilitating education and hands-on practice, and observing training progress



Augusta National Golf Club

• United States
• Hospitality
• 300 - 400 Employee

• Cashier Assistant, 2018 & 2019 Masters Tournaments

  • Apr 2018 - Apr 2018

  Augusta, Georgia