Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Process Analyst

  • Oct 2023 - Present

• Portfolio Trading Analyst

  • Jun 2021 - Present



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Associate - Managed Accounts Portfolio Implementation

  • May 2016 - Jun 2021



Meeder Investment Management

• United States
• Financial Services
• 1 - 100 Employee

• Public Funds Operations Specialist

  • Oct 2014 - Apr 2016

• Transfer Agency Operations Specialist

  • Feb 2014 - Oct 2014

• Client Services Representative

  • Jun 2012 - Feb 2014



Citi

• Columbus, Ohio Area

• Security Processing Analyst II

  • Feb 2011 - Jun 2012



HealthLinx®

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Executive Search Consultant

  • 2009 - 2010

  Responsible for the recruitment of qualified healthcare executive candidates to fill open roles with the Top 1,000 Pediatric Hospitals nationwide. Created targeted group marketing and personalized group marketing emails in order to prompt potential candidates to call. * Consistently met goal of obtaining five Resumes from qualified candidates per week by making at least 75 calls per day Responsible for the recruitment of qualified healthcare executive candidates to fill open roles with the Top 1,000 Pediatric Hospitals nationwide. Created targeted group marketing and personalized group marketing emails in order to prompt potential candidates to call. * Consistently met goal of obtaining five Resumes from qualified candidates per week by making at least 75 calls per day



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • 2008 - 2009

  Provided information to Morgan Stanley Clients regarding their investment accounts, specifically tax implications on each account. Researched stock data transfer information for inclusion on tax returns and assisted Clients with online Bill Pay and Direct Deposit inquiries. * Maintained quality scores above 95%, averaging 50 calls per day, ensuring the best Customer Service for our Clients * Provided Level One Technical Support for Morgan Stanley’s Clientserv website Provided information to Morgan Stanley Clients regarding their investment accounts, specifically tax implications on each account. Researched stock data transfer information for inclusion on tax returns and assisted Clients with online Bill Pay and Direct Deposit inquiries. * Maintained quality scores above 95%, averaging 50 calls per day, ensuring the best Customer Service for our Clients * Provided Level One Technical Support for Morgan Stanley’s Clientserv website



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Personal Insurance Agent

  • 2006 - 2008

  Counseled and advised business prospects and policyholders on matters of insurance protection and coverage. Responsible for increasing new quality business and pre-qualifying leads within the Company’s underwriting guidelines. Developed and maintained business relationships with policyholders within the community. Targeted and presented to key decision-makers within affinity organizations to expand Group Savings Discount Program. * Clients included Columbus City Schools, Ohio University, National Parent Teacher Organization, New Albany Schools, State Teachers Retirement System of Ohio, and The Ohio State University * Increased sales 150% through Marketing Campaigns and Events including Bicycle Safety, Fingerprint Kits and Identify Fraud Presentations * “Pursuit of Excellence” Award Recipient, 2007 * "Pacesetter” Award Recipient (6), 2007 – 2008 * Licensed – Life and Health Insurance and Property and Casualty Insurance, 2006 Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • 2005 - 2006

  Strengthened Client Relationships with current Customers by offering new financial services complementing those already in their personal portfolio: Home Equity Lines of Credit, Investments and Mutual Funds. * Increased sales in the Branch by 125% during tenure through aggressive Marketing Campaigns * Third in District, Investment Sales, 09/2005 * Series 6 License, 03/2005 Strengthened Client Relationships with current Customers by offering new financial services complementing those already in their personal portfolio: Home Equity Lines of Credit, Investments and Mutual Funds. * Increased sales in the Branch by 125% during tenure through aggressive Marketing Campaigns * Third in District, Investment Sales, 09/2005 * Series 6 License, 03/2005



Huntington National Bank

• Team Lead, Treasury Management Department

  • 2000 - 2003

  Supervised and conducted on-going training for New Employees and Support Sales Staff regarding On-Line Banking, Deposits and Account and Wireless Transfers. Researched and provided solutions for Business Client issues including website management, the Huntington “View” Program. Supervised and conducted on-going training for New Employees and Support Sales Staff regarding On-Line Banking, Deposits and Account and Wireless Transfers. Researched and provided solutions for Business Client issues including website management, the Huntington “View” Program.