Experience

Edge Capital Group

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Mar 2022 - Present

  Atlanta, Georgia, United States



Sourced.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Business Development Specialist

  • Sep 2020 - Jul 2021

  Atlanta, Georgia, United States -Consistently build and maintain relationships with prospects and other relevant persons to encourage new sales and increase the awareness of Sourced. -Effectively communicate and present the product(s) solution and value proposition to customers -Collaborate with Account Managers, Specialists, and any other relevant party as needed to ensure a positive experience for all customers. -Daily communication via internal project management system for tasks, time… Show more -Consistently build and maintain relationships with prospects and other relevant persons to encourage new sales and increase the awareness of Sourced. -Effectively communicate and present the product(s) solution and value proposition to customers -Collaborate with Account Managers, Specialists, and any other relevant party as needed to ensure a positive experience for all customers. -Daily communication via internal project management system for tasks, time, and documentation Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Operations Assistant Intern

  • Feb 2020 - Mar 2020

  Greenville, South Carolina, United States *Internship was cut short due to COVID 19* -Assisted Director of Investment Services in fund analysis, investment planning, and general support of investment operations -Processed account maintenance and coordinate service requests, including fund disbursements and account transfers -Updated marketing and sales materials, investment proposals, and compiled approved fund options for advisor model management



VITA Greenville

• Tax Preparation Volunteer

  • Feb 2017 - Mar 2017

  Greenville, South Carolina Area February 2017/2018- March 2017/2018 -Worked with members of the local community in preparing their tax forms for proper filing -Received general qualification and advanced qualification for Tax Slayer tax preparation system -Customer service experience working with many people in need of assistance -Worked with team to problem solve on difficult form case



XCAP Investment Banking

• Investment Banking Intern

  • Jul 2013 - Aug 2013

  London, United Kingdom -Managed a demo account in current market atmosphere -Shadowed an investment analyst to research movement of stocks and market -Worked with different teams including analysts, managing directors, underwriters, and private wealth management -Reported directly to co-owner