Financial Data Analyst

• Nov 2021 - Present

Financial Solutions Advisor

• Apr 2018 - Jul 2020

Senior Relationship Manager II

• Sep 2017 - Jul 2020

Relationship Manager

• Feb 2016 - Sep 2017

Financial Specialist

• Sep 2014 - Dec 2015

 Created and presented financial and investment plans to clients/prospects  Opened and serviced investment brokerage accounts  In charge of savings, investing, and retirement efforts for the branch  Coached a team of 7 employees to work towards savings/investing goals for branch  Created and presented financial and investment plans to clients/prospects  Opened and serviced investment brokerage accounts  In charge of savings, investing, and retirement efforts for the branch  Coached a team of 7 employees to work towards savings/investing goals for branch

Licensed Personal Banker

• Jul 2013 - May 2014

 Built/Maintained lifelong relationships with several different clients  Provided exceptional service to new and existing customers  Provided financial advice on banking and investment products/services  Built/Maintained lifelong relationships with several different clients  Provided exceptional service to new and existing customers  Provided financial advice on banking and investment products/services

Financial Representative

• Dec 2011 - Mar 2013

Received extensive training on finanacial products throughout my tenure Provided financial guidance to clients/prospective clients Met with over 500 individuals, families, & business owners Generated multiple financial presentations & ledgers Received extensive training on finanacial products throughout my tenure Provided financial guidance to clients/prospective clients Met with over 500 individuals, families, & business owners Generated multiple financial presentations & ledgers

General Office Associate

• Apr 2011 - Dec 2011

Process morning cash entry from previous day’s sales Process customer bill payments Opening the store: safe, controller, registers and distributing reports Counting register and petty cash Reconcile Saks and 3rd party chargebacks Resolving customer issues i.e. researching bills, lost packages Processing of daily bank deposits Maintaining registers and updating systems Process morning cash entry from previous day’s sales Process customer bill payments Opening the store: safe, controller, registers and distributing reports Counting register and petty cash Reconcile Saks and 3rd party chargebacks Resolving customer issues i.e. researching bills, lost packages Processing of daily bank deposits Maintaining registers and updating systems

Supervisor

• Jan 2004 - Feb 2011

• Organized work schedules for multiple job sites • Interviewed over 10 employees; have hired 4 • Completed payroll for several employees; Handled cash operations • Managed a crew of as many as 7 people • Organized work schedules for multiple job sites • Interviewed over 10 employees; have hired 4 • Completed payroll for several employees; Handled cash operations • Managed a crew of as many as 7 people

Co-Manager

• Aug 2010 - Dec 2010

Co-Managed a portfolio with $200,000 worth of assets Analyzed company stocks and bonds Presented/Recommended asset classes to a board of 11 people Business Strategy Simulation; of best-performing company in the industry Placed in 3 out of 4 Global Top 100 rankings Co-Managed a portfolio with $200,000 worth of assets Analyzed company stocks and bonds Presented/Recommended asset classes to a board of 11 people Business Strategy Simulation; of best-performing company in the industry Placed in 3 out of 4 Global Top 100 rankings