Internal Wholesaler

• Jul 2021 - Present

Investment Services Specialist

• Sep 2019 - Apr 2021

· Develop relationships with clients to address individual investment needs, while positioning Vanguard products and solutions· Construct 15-20 portfolios per week by analyzing clients risk tolerance, objectives, and maturity timeframes· Assist clients with asset management through investment guidance conversations· Complete trades, clerical work, and convey Vanguard’s investment philosophy to clients Show less

Client Relationship Specialist

• Aug 2018 - Sep 2019

· Developed relationships with clients, understanding individual investment needs while positioning its products and solutions· Completed trades, clerical work, and conveyed Vanguard’s investment philosophy to our clients · Assisted clients with asset management by having investment guidance conversations · Communicated efficiently with different departments within Vanguard to solve a wide variety of client issues· Managed customer expectations regarding their financial inquiries Show less

Research Analyst

• Jun 2017 - Aug 2017

-Assisted brokers in transaction analysis, including research of properties under review totaling 3,000 mortgages -Applied software (Thomson Reuters WestLaw, CoStar, and Magic) to research and communicate mortgage information -Utilized Excel to chart mortgage and property data -Identified and managed commercial real estate dealings by learning Meridian Capital’s business model -Assisted brokers in transaction analysis, including research of properties under review totaling 3,000 mortgages -Applied software (Thomson Reuters WestLaw, CoStar, and Magic) to research and communicate mortgage information -Utilized Excel to chart mortgage and property data -Identified and managed commercial real estate dealings by learning Meridian Capital’s business model

Product Category Manager

• Jun 2016 - Jul 2016

-Created new product categories for website to increase potential revenue streams -Worked on a daily basis to track shipping, evaluate customer data, and organize new and existing products on Salesforce.com -Communicated daily with customers to solve supply chain issues and product requests -Managed marketing campaign projects by fixing widgets on online forums that linked to the Greentoe website -Created new product categories for website to increase potential revenue streams -Worked on a daily basis to track shipping, evaluate customer data, and organize new and existing products on Salesforce.com -Communicated daily with customers to solve supply chain issues and product requests -Managed marketing campaign projects by fixing widgets on online forums that linked to the Greentoe website

Sales Associate

• Jun 2015 - Aug 2015

• Accomplished $12,452 worth of sales revenues • Communicated with Lacoste stores around the country regarding inventory shortages • Engaged with up to 50 customers a day attempting to sell high quality goods • Accomplished $12,452 worth of sales revenues • Communicated with Lacoste stores around the country regarding inventory shortages • Engaged with up to 50 customers a day attempting to sell high quality goods

Office Assistant

• Jun 2015 - Aug 2015

• Deployed strategies on how to provide maintenance to warehouse • Input excel data, bank reconciliations, and current inventory into company programming systems • Evaluated the performance of employees in warehouse based on their monthly production • Deployed strategies on how to provide maintenance to warehouse • Input excel data, bank reconciliations, and current inventory into company programming systems • Evaluated the performance of employees in warehouse based on their monthly production

Coach

• May 2013 - Jul 2015

• Supervised up to 20 kids per class during practices and sport games • Instructed and coached the athletes to improve their skills in a variety of sports • Motivated players, taught rules of the game while promoting sportsmanship, spirit, and teamwork • Worked with staff to revise and improve the safety procedures in order to maintain a safe environment • Supervised up to 20 kids per class during practices and sport games • Instructed and coached the athletes to improve their skills in a variety of sports • Motivated players, taught rules of the game while promoting sportsmanship, spirit, and teamwork • Worked with staff to revise and improve the safety procedures in order to maintain a safe environment