Experience

Register Financial

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Manager

  • Mar 2020 - 3 years 10 months

  Atlanta, Georgia, United States



Providence Capital Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor

  • May 2018 - Mar 2020

  As an investment advisor for Providence Capital Advisors, a comprehensive wealth management firm, I work directly with my clients to understand their financial goals. We develop tailored plans for each client to provide them with the best opportunity to achieve their objectives. Using a highly personalized approach, I assist my clients with numerous services including: -Retirement Planning -Investment/Portfolio Management -Tax Planning -Estate Planning -Individualized… Show more As an investment advisor for Providence Capital Advisors, a comprehensive wealth management firm, I work directly with my clients to understand their financial goals. We develop tailored plans for each client to provide them with the best opportunity to achieve their objectives. Using a highly personalized approach, I assist my clients with numerous services including: -Retirement Planning -Investment/Portfolio Management -Tax Planning -Estate Planning -Individualized Financial Planning -College Planning Show less



Meridian Investment Partners

• Partner, Marketing and Client Service / Financial Advisor

  • Sep 2011 - Feb 2018

  Atlanta, GA



BKV

• Netherlands
• Staffing and Recruiting
• 1 - 100 Employee

• Account Supervisor

  • Jul 2011 - Mar 2014

  BKV is a full-service direct and digital advertising agency focused on ROI driven campaigns. I began working for BKV in 2009 as an Account Executive before being promoted to a Senior Account Executive after one year, and Account Supervisor two years later. During my time at BKV, I was fortunate to work on a variety of accounts such as Delta TechOps, Briggs & Stratton, Generation Mortgage, Kool Smiles, Valpak, Southern Company and Tractor Supply Company. As an Account Supervisor, I was… Show more BKV is a full-service direct and digital advertising agency focused on ROI driven campaigns. I began working for BKV in 2009 as an Account Executive before being promoted to a Senior Account Executive after one year, and Account Supervisor two years later. During my time at BKV, I was fortunate to work on a variety of accounts such as Delta TechOps, Briggs & Stratton, Generation Mortgage, Kool Smiles, Valpak, Southern Company and Tractor Supply Company. As an Account Supervisor, I was responsible for managing all aspects of an account and gained extensive experience with digital media, paid search, DRTV, creative projects and analytics.

• Sr. Account Executive

  • Apr 2010 - Jul 2011

  Atlanta, GA

• Account Executive

  • Mar 2009 - Apr 2010

  Atlanta, GA



Marketing Specifics

• United States
• Advertising Services
• 1 - 100 Employee

• Account Executive

  • Mar 2007 - Mar 2009

  Marketing Specifics, Inc. is a full service marketing agency that specializes in real estate marketing and advertising. As an Account Executive, I managed a wide variety of accounts (anywhere from 4-8 at a time) ranging from individual communities to large regional home builders and developers. My primary responsibilities included developing and implementing marketing plans for real estate and resort clients. This included numerous creative projects including collateral, websites… Show more Marketing Specifics, Inc. is a full service marketing agency that specializes in real estate marketing and advertising. As an Account Executive, I managed a wide variety of accounts (anywhere from 4-8 at a time) ranging from individual communities to large regional home builders and developers. My primary responsibilities included developing and implementing marketing plans for real estate and resort clients. This included numerous creative projects including collateral, websites, interactive display and direct mail as well as traditional and digital media. Another key function of this role was to maintain ongoing communication with my clients and provide consultative services to help improve their sales and marketing initiatives. Show less



AIG Baker

• Real Estate
• 1 - 100 Employee

• Marketing Manager

  • May 2005 - Mar 2007

  As a Marketing Manager for AIG Baker, I was responsible for managing all marketing efforts for a billion dollar mixed-use resort that included 1,500 condominiums, a 210-slip marina, a 10,000 seat amphitheater, over one million square feet of retail space and a vacation rental program. My specific tasks included: - Researching various mediums and developing media plans - Assisting with development of marketing plans and budgets - Working closely with the Marketing Director to… Show more As a Marketing Manager for AIG Baker, I was responsible for managing all marketing efforts for a billion dollar mixed-use resort that included 1,500 condominiums, a 210-slip marina, a 10,000 seat amphitheater, over one million square feet of retail space and a vacation rental program. My specific tasks included: - Researching various mediums and developing media plans - Assisting with development of marketing plans and budgets - Working closely with the Marketing Director to develop a sales and marketing program for multiple communities, resorts and entertainment/hospitality venues - Implementing marketing initiatives for condominiums, resort accommodations, rental program, retail, marina and amphitheater Show less