Experience

Enlyt Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Sales Development Representative

  • Jun 2021 - Feb 2022



REZI

• United States
• Real Estate
• 1 - 100 Employee

• Leasing Associate

  • Nov 2018 - Apr 2020



VStock Transfer

• United States
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Sep 2016 - Dec 2016

  Stock processor, issue stock to new shareholders. Managed numerous accounts daily, verified and posted all accounting entries, maintaining accurate input of information in the accounting system. Canceling shares and transferring stock after reviewing legal opinions for private sales & gifts. Fielding calls from shareholders, customer success team. Restricting & unrestricting shares. Increasing current accounts value. Stock processor, issue stock to new shareholders. Managed numerous accounts daily, verified and posted all accounting entries, maintaining accurate input of information in the accounting system. Canceling shares and transferring stock after reviewing legal opinions for private sales & gifts. Fielding calls from shareholders, customer success team. Restricting & unrestricting shares. Increasing current accounts value.



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Financial Processor

  • Sep 2015 - Jul 2016

  Processed clients requests for addition purchases, new investment funds, account maintenance, new account set up, address change, & beneficiary designation for IRA, Non-retirement Individual, joint, trust, 401K, 403b7, &VRIP accounts. Processed clients requests for addition purchases, new investment funds, account maintenance, new account set up, address change, & beneficiary designation for IRA, Non-retirement Individual, joint, trust, 401K, 403b7, &VRIP accounts.



Safe Horizon

• United States
• Non-profit Organizations
• 400 - 500 Employee

• Internship

  • Jul 2013 - Aug 2013

  Used Excel spreadsheets to enter data and track grants received and created profiles for donors. Audited accounts received, invoices and accounts paid and budget spreads to track spending and helped to balance accounts. Used Excel spreadsheets to enter data and track grants received and created profiles for donors. Audited accounts received, invoices and accounts paid and budget spreads to track spending and helped to balance accounts.