Experience

Enviva

• Talent Acquisition Coordinator

  • Feb 2019 - Present



Duke University - The Fuqua School of Business

• Sector Manager MBA Recruiting

  • Jul 2018 - Feb 2019

• Recruiting Coordinator

  • Aug 2016 - Feb 2019



Peoples Financial Services

• Business Relations Associate

  • Apr 2016 - Aug 2016

  • Prepare new hire paperwork for employee on-boarding• Help implement a paperless filing system• Update client profiles using Sales Force• Assist with marketing endeavors for the re-branding of the company• Manage and help facilitate tasks for summer interns • Reconcile and update all current employee paperwork • Maintain relationships with various clients by• Purge and archive client paperwork• Assist the Office Manager and CEO with various administrative tasks



Financial Directions Group, Inc.

• Financial Services Client Coordinator - Contract

  • Nov 2015 - Feb 2016

  * Responsible for implementation, execution, and oversight of client investment documentation* Prepare and submit necessary paperwork as requested by broker-dealer* Run reports in various programs specific to the industry* Maintain extensive details of contact management database* Provide critical support to a team of specialists within Wealth Management, Healthcare, and Retirement Planning* Post and prepare commissions reports for insurance clients* Develop… * Responsible for implementation, execution, and oversight of client investment documentation* Prepare and submit necessary paperwork as requested by broker-dealer* Run reports in various programs specific to the industry* Maintain extensive details of contact management database* Provide critical support to a team of specialists within Wealth Management, Healthcare, and Retirement Planning* Post and prepare commissions reports for insurance clients* Develop spreadsheets, presentations, and proposal documents * Create, document, and maintain office processes and procedures* Update, create, and maintain electronic files on company shared drive* Assist with monthly seminar preparation* Provide backup assistance to the Operations/Marketing Manager Show more Show less



Chrysalis Capital Management

• Administrative Associate

  • Aug 2014 - Nov 2015

  * Utilize Redtail Technology software to update client portfolios* Use Investalink and Streetscape software to review client funds for trading purposes* Manage the logistics for distinct company events* Evaluate client financial accounts* Greet visitors entering the office, determine the nature and purpose of visit, and directed them to the appropriate destination* Schedule travel and appointments for the CEO and clients* Distribute company-wide announcements, book… * Utilize Redtail Technology software to update client portfolios* Use Investalink and Streetscape software to review client funds for trading purposes* Manage the logistics for distinct company events* Evaluate client financial accounts* Greet visitors entering the office, determine the nature and purpose of visit, and directed them to the appropriate destination* Schedule travel and appointments for the CEO and clients* Distribute company-wide announcements, book conference rooms, and coordinate catering for meetings* Assist CEO and office personnel with various administrative tasks Show more Show less