Experience

Medallion Financial Group
• Australia
• Financial Services
• 1 - 100 Employee
• Registered Securities Rep

  • Oct 2021 - Present


Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor, Portfolio Advisor

  • Jun 2020 - Aug 2021

  Analyze tax records (Form 1040c, Form 940, form 941) to contribute to the approval of over 465,000 small business loans through Bank of America and the Small Business Administration during the pandemic Conduct loan analysis to reconcile accounts of over 100 small businesses to aid in approval for loan forgiveness under the Paycheck Protection Program Account reconciliation for individuals and small businesses Using various databases and strategies to create a self-sourced lead list and ultimately create a book of business (i.e Excel, Salesforce, Softphone, Click2Call, LinkedIn) Completed SIE exam and Series 7



R.E. Shilow Realty Investors, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Internship

  • Jun 2018 - Jun 2019

  Developed and managed company website with content management systems (i.e. WordPress) to increase customer attraction Utilized social media marketing by writing, editing and publishing blogs and articles for the company website as well as platforms such as Facebook, LinkedIn, Instagram, Twitter, & Reddit Generated sales leads using search engine marketing strategies through the use of Google Ads, Bing Ads, Facebook Ads Managed database of customer information relating to phone calls to prospects, existing clients, or investors Coordinated meetings between brokers, clients, and/or incoming prospects


AutoNation
• United Arab Emirates
• Motor Vehicle Manufacturing
• 1 - 100 Employee
• Vehicle service Attendant

  • Mar 2018 - Aug 2018


RSV Pools, Inc.

• United States
• Entertainment
• 1 - 100 Employee

• Manager

  • May 2011 - Aug 2017

  Provided full range of supervision over 16 employees to include setting schedules, approving leave and conducting performance ratings Trained staff on proper processes and procedures to ensure public safety Provided full range of supervision over 16 employees to include setting schedules, approving leave and conducting performance ratings Trained staff on proper processes and procedures to ensure public safety