Experience

Sequoia Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Client Services Associate

  • May 2021 - Present



Secure Investors Group, Inc.

• Troy, Michigan, United States

• Client Service Specialist

  • Oct 2018 - May 2021



Raymond James Financial

• Southfield, MI

• Transfer Associate

  • Dec 2012 - Oct 2018

  o Review and process external transfers of client’s assets while communicating effectively with management, other associates and counterparts at other firms o Reconcile client accounts accurately, and effectively create and distribute client correspondence o Maintain detailed records/notes using knowledge of various industry rules and regulations, required legal documentation, and back office systems o Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities o Assist management to improve department productivity through participation in unit meetings, ongoing training and self- development o Designed a process flow chart for departmental use to improve training and assisting in executing everyday procedures o Coordinate monthly team building exercises to encourage cooperation and communication between team members Show less



Walgreens

• United States
• Retail
• 700 & Above Employee

• Assistant Manager

  • Sep 2007 - Dec 2012

  o Developed store employees through orientation, training, communication of rules, establishment of standards of performance, and constructive discipline o Directed and supervised employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers o Interpreted data to prepare daily sales reports and regularly used weekly and monthly data to develop sales and promotional strategies o Received, stocked, and priced merchandise, maintained stock files and reports, and ensured accurate suggested counts by SIMS operating system o Partnered with corporate colleagues to develop local marketing and advertising strategies supplementing national campaigns Show less



Applebee's Neighborhood Grill + Bar

• United States
• Restaurants
• 700 & Above Employee

• Server

  • Mar 2007 - Sep 2007

  o Handled all customer sales transactions while managing personal bank at times in excess of $500 o Participated in company program that encouraged a healthy teamwork environment o Handled all customer sales transactions while managing personal bank at times in excess of $500 o Participated in company program that encouraged a healthy teamwork environment



Spencer’s Place

• Saginaw, MI

• Bartender and Server

  • Aug 2006 - Mar 2007

  o Practiced formal dining service techniques which included proper etiquette and wine knowledge o Established relationships with customers in order to build a regular clientele base o Acquired extensive drink knowledge of wine varietals, drink recipes, and specialty drinks o Practiced formal dining service techniques which included proper etiquette and wine knowledge o Established relationships with customers in order to build a regular clientele base o Acquired extensive drink knowledge of wine varietals, drink recipes, and specialty drinks