Experience

Price Wealth Management, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Senior Client Service Associate

  • May 2022 - Present

Lindberg & Ripple
• United States
• Financial Services
• 1 - 100 Employee
• Senior Registered Client Service Associate

  • Jul 2018 - Nov 2021


Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Registered Client Sales Associate

  • Oct 2009 - Jul 2018

  Provide high level of customer service in wealth management administrative solutions to high net worth clients. Assist branch managers/top producing brokers with sales presentations Maintain strong knowledge of investment products and procedures so that they can easily and clearly be communicated to clients. Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, and resolve account problems. Prepare reports summarizing daily transactions and earnings for individual customer accounts. Compute total holdings, dividends, interest, transfer taxes, brokerage fees, and commission and allocate appropriate payments to customers. Show less



Regions Financial Corporation

• Financial Services Representative

  • Aug 2007 - Oct 2009

  Responsible for prospecting and developing new consumer and business banking relationships Maintain excellent customer relations and developed customer rapport Assist lines of business partners and provide high net worth individuals with tailored retail banking services and lending, with the goal of sustaining and growing long-term wealth Diplomatically resolved customer complaints on as-needed basis Meet specific growth and service goals Responsible for prospecting and developing new consumer and business banking relationships Maintain excellent customer relations and developed customer rapport Assist lines of business partners and provide high net worth individuals with tailored retail banking services and lending, with the goal of sustaining and growing long-term wealth Diplomatically resolved customer complaints on as-needed basis Meet specific growth and service goals



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Account Administrator- Internship

  • Apr 2006 - Aug 2006

  Worked in Broker Dealer Services Provided transaction servicing and financing to banks and broker dealers through its global securities clearance division Assisted in client transactions for the Morgan Stanley Account Worked in Broker Dealer Services Provided transaction servicing and financing to banks and broker dealers through its global securities clearance division Assisted in client transactions for the Morgan Stanley Account