Experience

Florida Financial Advisors

• United States
• Financial Services
• 200 - 300 Employee

• District Manager

  • Apr 2023 - Present

  Orlando, Florida, United States

• Associate Manager

  • Jan 2023 - Mar 2023

  Orlando, Florida, United States

• Associate Financial Advisor

  • Oct 2022 - Jan 2023

  Orlando, Florida, United States

• Junior Financial Consultant

  • Jan 2022 - Oct 2022

  Orlando, Florida, United States



ScanSource

• IT Services and IT Consulting
• 700 & Above Employee

• Financial Services Financial Account Analyst

  • Aug 2021 - Dec 2021

  Greenville, South Carolina, United States

• Financial Services Account Analyst

  • May 2020 - Aug 2021

  Greenville, South Carolina, United States Manage a portfolio of 100+ B2B customers, holding a balance of ~$54M+ of accounts receivables, and increased their purchasing power over $85M+ within 6 months, while adhering to compliance standards, systems, and processes. Identify mutually beneficial solutions by detecting and documenting payment trends to adapt traditional financing models to meet the sales partner’s needs, creating a sustained competitive advantage and increased profitability. Reconcile ~$8M+ of past collection… Show more Manage a portfolio of 100+ B2B customers, holding a balance of ~$54M+ of accounts receivables, and increased their purchasing power over $85M+ within 6 months, while adhering to compliance standards, systems, and processes. Identify mutually beneficial solutions by detecting and documenting payment trends to adapt traditional financing models to meet the sales partner’s needs, creating a sustained competitive advantage and increased profitability. Reconcile ~$8M+ of past collection discrepancies, to ensure a positive partner experience. Mitigate company risk by executing security and collateral agreements and maximize the partner’s purchasing power by evaluating the partner’s trade credit limit and analyzing how they manage their short-term cash flow.

• Reseller Financial Services Professional Intern

  • May 2019 - Aug 2019

  Greenville, South Carolina Recommended and established trade credit limits by underwriting customer financials and payment history to maximize the customer’s purchasing power. Established new accounts in SAP daily by reviewing and verifying the customer’s information to ensure their legality. Developed and executed training documents for setting up various types of new accounts in SAP and presented them to management. Constructed a new payment model including a subscription payment model and a bill of behalf… Show more Recommended and established trade credit limits by underwriting customer financials and payment history to maximize the customer’s purchasing power. Established new accounts in SAP daily by reviewing and verifying the customer’s information to ensure their legality. Developed and executed training documents for setting up various types of new accounts in SAP and presented them to management. Constructed a new payment model including a subscription payment model and a bill of behalf billing model to increase profit margins by over 30%. Show less



Centre Cuts Salon and Spa

• Sales Support Specialist

  • Apr 2012 - Jul 2016

  Greater Boston Area Responsible for maintaining the schedule for business operations to ensure every customer would be allotted the necessary time. Appointed to maintain the business’s social media pages, manage the register throughout business hours, and sell products to customers. Collaborated with management to train new employees to further develop my knowledge of the onboarding process.



Ralph Lauren

• United States
• Apparel & Fashion
• 700 & Above Employee

• Womens Collection Sales Internship

  • May 2016 - May 2016

  Boston, MA Given a two week internship shadowing Carol Ostrow, the number one sales representative in the entire company, learning various selling strategies and how to market clothes to clientele.



OKW Fashion

• Fashion Design Internship

  • Jun 2013 - Aug 2013

  Boston, MA Envisioned and designed a fall clothing line for prospective and returning customers.