Experience

Marcel Orthodontics

• Wellness and Fitness Services
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2016 - Present

  Manage all aspects of bookkeeping and payroll for multi-location orthodontic practice. Manage all aspects of bookkeeping and payroll for multi-location orthodontic practice.



TD Bank

• Canada
• Financial Services

• CSR I

  • May 2012 - Apr 2014

  •Meets with customers and prospects and develops understanding of other financial objectives and needs•Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales•Maintains strong product and sales knowledge and champions core service values•Provides sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer’s financial needs are met•Responsible for meeting or exceeding specific individual sales goals•Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain •Provides exceptional Customer service by meeting all Customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel•Generally resolves problems independently, escalating more difficult issues to supervisors•Performs a broad range of tasks of varying complexity and scope•Cross-sell products to provide multi-services for Customers and makes referrals to partners•Ensures Customer problems are handled appropriately, escalating issues when necessary, know when to consult Managers and when to “Bump-it-Up”•Engages Customers in conversations regarding their current and future financial needs. Educates Customers about bank products and services



Bargain News

• Graphic Design
• 1 - 100 Employee

• Show Coordinator

  • Jan 2005 - Dec 2010

  Acted as the company representative for the Special Interest Vehicles publication at trade shows throughout Connecticut.Answered questions and gave information about the Bargain News Company and all it's publications.Set up booth with company sign, media kits, publications, and took ad placements.

• Photo Service Representative

  • Apr 2001 - Aug 2007

  Responsible for updating ten automotive dealer's inventories on a weekly basis.Operated a digital camera.Trained to process photos, paperwork, and billing to fill in for supervisor when absent.Routinely trained new photo reps based on my performance.

• Internet Marketing Consultant

  • Nov 2002 - Oct 2004

  Promoted to outside sales based on my high sales achievements and my eagerness to advance and learn.Managed an ever-increasing account list that upon leaving consisted of 50 automotive dealerships across the state of Connecticut.Responsible for maintaining positive customer relations and assisting clients in all aspects of Internet advertising. During my stay, I maintained the highest retention rate of customers within the company.



Auburn University, Auburn AL

• United States
• Non-profit Organizations

• Communications - Junior

  • Jan 1997 - Jan 1998



Auburn University at Montgomery

• United States
• Higher Education
• 700 & Above Employee

• Liberal Arts

  • Jan 1994 - Jan 1997