Experience

Willis Johnson & Associates

• United States
• Investment Management
• 1 - 100 Employee

• Wealth Management Intern

  • Dec 2022 - Present

  - Providing day to day operational support to management in response to timely firm level or client driven events - Conduct portfolio evaluations and tailor to fit an appropriate investment strategy - Generate investment review reports, update compliance, assist with onboarding new clients - Perform stock compliance as needed, verifying trades made for the client - Providing day to day operational support to management in response to timely firm level or client driven events - Conduct portfolio evaluations and tailor to fit an appropriate investment strategy - Generate investment review reports, update compliance, assist with onboarding new clients - Perform stock compliance as needed, verifying trades made for the client



Freedom Finance

• Financial Services
• 1 - 100 Employee

• Investment Consultant

  • Jul 2020 - Jun 2022

  - Contacted potential clients through cold calling (1000 calls/month) to pursue sales and gather funds - Acquired new retail and corporate client accounts worth $100,000, accumulative portfolio over $5MM AUM - Developed IPO pitches on a weekly basis; 70% of recommended IPOs were profitable with an average 50% ROI - Collaborated with existing clients to ascertain financial goals and provide consultation on investment solutions - Contacted potential clients through cold calling (1000 calls/month) to pursue sales and gather funds - Acquired new retail and corporate client accounts worth $100,000, accumulative portfolio over $5MM AUM - Developed IPO pitches on a weekly basis; 70% of recommended IPOs were profitable with an average 50% ROI - Collaborated with existing clients to ascertain financial goals and provide consultation on investment solutions



GEON Performance Solutions

• United States
• Plastics Manufacturing
• 200 - 300 Employee

• Industrial Maintenance Technician

  • Aug 2018 - Jun 2020

  - Developed, drafted, and conducted preventive maintenance procedures to enforce business standards - Diagnosed, repaired, and replaced faulty electrical and mechanical components to maintain plant safety - Partnered with facility management to accomplish projects within anticipated deadlines - Developed, drafted, and conducted preventive maintenance procedures to enforce business standards - Diagnosed, repaired, and replaced faulty electrical and mechanical components to maintain plant safety - Partnered with facility management to accomplish projects within anticipated deadlines