Experience

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  Stansberry Research

  • United States
  • Book and Periodical Publishing
  • 200 - 300 Employee

  • Front-End Sales Account Executive

    • May 2024 - Present

    Provide consultative sales for customers of 1729 Research (Stansberry Research, Chaikin Analytics, and Altimetry).

  • Member Services Associate

    • Nov 2022 - May 2024

    *TOP-SELLING REP OF THE TEAM OF 20-28 WITH HIGHEST SALES: EXCEEDED 2024 SALES REQUIREMENT IN EARLY FEBRUARY 2024. ~3X EXCEEDED 2024 SALES GOAL BY MAY 1. 7X SOLD 5X OR MORE OF MONTHLY MINIMUM, 4X SELLING MORE THAN 6X, TWICE SELLING MORE THAN 10X MONTHLY MINIMUM. ONCE SELLING MORE THAN 12.5X MONTHLY MINIMUM. NETTED MORE THAN 4.5X ANNUAL SALES REQUIREMENT FOR 2023.**Won 1st Place On February and April and July and November 2023 and February and March and April 2024 Leaderboard For “Net Upsells” For The Customer Service Team (Including My 2nd Full Month On The Phones)**Won “Unavailable Time” Leaderboard Category In May-December 2023 and January-April 2024**Won “Saves” Leaderboard Category in June 2023 and January 2024**NOTE: Leaderboard Categories are Leader In “Net Upsells”, “Saves”, “Unavailable Time” and “Inbound Call Volume”**Hit 100% of drivers in 2023 (hasn’t been done before on the team)**January 2024 Team Caffey MVP voted by my teammates**Consistently Appreciated By Customers With Recorded Positive Feedback And Sometimes Written Endorsement*-Answer phone calls from current and potential customers of Stansberry Research, Chaikin Analytics, and Altimetry. Assist in sales events for the aforementioned companies and TradeSmith.-Verify customer information, identify customer goals, and provide a variety of services such as answering questions, placing and canceling orders, etc.-Sales and upselling. Cross-selling and down-selling.-Ongoing learning and use of various Stansberry Research, Chaikin Analytics, and Altimetry publication acronyms, content, features, etc. -Daily use of Salesforce, Outlook, Gong, Microsoft Office Suite, and more.

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  Gerald Walsh CPA, LLC

  • Columbia, Maryland, United States

  • Part-Time Associate

    • Jul 2022 - Present
    • Columbia, Maryland, United States

    -Bank reconciliations-Writing checks in Sage 50-Preparing Excel sheets for new client tax returns-Other administrative tasks

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  Aston Carter

  • Ellicott City, Maryland, United States

  • Executive Assistant

    • Aug 2022 - Nov 2022
    • Ellicott City, Maryland, United States

    Supported the CEO of two fiduciary companies, Retirement Planning Services, Inc. (RPS) and Elite Income Advisors, Inc. (EIA), that are intertwined to support clients in various financial matters including financial planning, wealth management, and insurance needs.-Design and management of the new...

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  Centuria Financial Group

  • Finksburg, Maryland, United States

  • Client Relations Manager

    • Jun 2022 - Jul 2022
    • Finksburg, Maryland, United States

    Left previous position for major growth and leadership opportunities that were to occur here, marrying my specific skills and many professional goals. Company’s direction changed in several ways and we were no longer the ideal fit for each other. Kindly released to find a better position for myse...

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  FAI Wealth Management

  • Columbia, Maryland, United States

  • Administrative Assistant

    • Jun 2020 - Jun 2022
    • Columbia, Maryland, United States

    Customer service role with frequent communication with clients and coordination with all coworkers. Scheduling, a wide variety of administrative responsibilities, and recurring marketing tasks, and some paraplanning, to summarize most of the role.

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  Shared Support Maryland, Inc.

  • Clarksville, MD

  • Direct Support Professional

    • Nov 2019 - Mar 2020
    • Clarksville, MD

    Rehired to do part-time contract work supporting an adult with Downs Syndrome and co-occurring disorders whom I have supported before. Job coaching at The Howard County Food Bank and at Howard County Rec and Parks, as well as providing companionship and walking in community settings.

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  Jewish Foundation for Group Homes

  • Rockville, MD

  • Training And Development Coordinator

    • May 2018 - Oct 2019
    • Rockville, MD

    I was a part of the Human Resources Department as a staff Trainer and administrator. Clerical, HR general, and training development were a few of my responsibilities. Training compliance with OHCQ, DDA, CMS, and DBHDS regulations was critical and a big motivator in doing the work correctly and we...

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  Various Nonprofit Organizations

  • Columbia, MD

  • Self-Directed Services Community Pathways Waiver Contractor

    • Mar 2017 - Nov 2018
    • Columbia, MD

    I worked for Abilities Network, New Directions, Shared Support Maryland, Inc., The Arc of Central Maryland, and The Wright Supports. In these contract positions I worked under The Community Pathways Waiver that allows individuals to hire their own staff for transitioning youth and adults with dis...

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  The Arc of Howard County

  • Ellicott City, MD

  • Job Developer

    • Oct 2015 - Feb 2017
    • Ellicott City, MD

    The Arc of Howard County's mission is, “Achieving full community life for children and adults with intellectual and developmental disabilities — one person at a time”. I served adults with intellectual and developmental disabilities to identify what type of work or volunteering they would lik...

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  Way Station, Inc.

  • Columbia, Maryland

  • Community Employment Specialist

    • Mar 2015 - Aug 2015
    • Columbia, Maryland

    Way Station, Inc. is a Maryland nonprofit that serves (in Howard County) adults with mental illnesses. I was an Employment Specialist for a group of up to 17 individuals in my time there, serving them in skills development, finding and interviewing for a job, walking through the training process,...

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  Alley Cat Tea LLC

  • Mid-Atlantic Sales Representative

    • Oct 2014 - Dec 2014

    Promotions, seeking out new Alley Cat Tea accounts and closing deals, Alley Cat Tea demonstrations, explaining the versatility of the products (iced; heated and spiced; spiked; used in cooking and marinating, etc.), and more.

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  University of Baltimore

  • United States
  • Higher Education
  • 700 & Above Employee

  • StrengthsQuest Student Coordinator

    • Jul 2013 - Dec 2013

    -Connected UB students, staff, and alumni with access codes to the Gallup StrengthsFinder Top 5 assessment and tracked dissemination of codes. -Co-instructor for several StrengthsQuest presentations and solo coach a few times. -Assisted others in understanding their test results and walking them through resources to understand how to target and maximize their personal growth. -Managed StrengthsQuest Facebook page and made posts as well as events. -Sat on the UB StrengthsQuest Board as the student representative.

  • Tutor

    • Jan 2013 - Dec 2013

    I tutored students in Management and Organizational Behavior (MGMT-301), Marketing Management (MKTG-301), The Economic Way of Thinking (ECON-200) and Management Information Systems (INSS 300), through UB's Academic and Learning Center (ALC). I received high marks from my tutees and my supervisor.

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  Baltimore Symphony Orchestra

  • Baltimore, Maryland

  • Usher

    • Sep 2011 - Dec 2013
    • Baltimore, Maryland

    Greeted patrons, scanned tickets, provided directions, enforced rules. Prepared programs, cleaned up, etc.

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  Sorso Cafe

  • Baltimore, Maryland, United States

  • Barista

    • Apr 2012 - Sep 2012
    • Baltimore, Maryland, United States
• 

  University Baptist Church

  • Baltimore, MD

  • Children And Youth Ministry Intern

    • May 2012 - Aug 2012
    • Baltimore, MD
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  Mad City Coffee

  • Columbia, MD

  • Barista

    • Aug 2009 - Jun 2011
    • Columbia, MD

    First started working at the Mad City Coffee main location, then was promoted and mainly worked at the Mad City Coffee kiosk in the Howard County General Hospital (HCGH) lobby.

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  Sandy Cove Ministries

  • United States
  • Hospitality
  • 1 - 100 Employee

  • Marsh Day Camp Chief

    • Aug 2010 - Aug 2010

    Stayed at Sandy Cove Ministries for an extra week to fill in at the Marsh Day Camp as a Chief, as some staff needed to leave early.

  • Activities Specialist

    • Jun 2010 - Aug 2010

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  Sandy Cove Ministries

  • North East, Maryland, United States

  • Wait Staff

    • Jun 2009 - Aug 2009
    • North East, Maryland, United States
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  Bistro Blanc

  • United States
  • Restaurants
  • 1 - 100 Employee

  • Servers' Assistant

    • Feb 2009 - May 2009

  • Prep Cook/Dishwasher

    • Nov 2008 - Feb 2009

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  The Original Woodstock Snowball Stand

  • Ellicott City, Maryland, United States

  • Snowballer

    • Mar 2008 - Oct 2008
    • Ellicott City, Maryland, United States
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  Maryland Hospitality Education Foundation

  • Columbia, MD

  • Summer Intern

    • May 2008 - Aug 2008
    • Columbia, MD

    Organization and data entry.