Wealth Administrator and Event Coordinator

• Apr 2021 - Present

I’m a bit of a Swiss-army knife. Growing up in a single-parent home, my mother showed me that the best leaders are servant-leaders. That’s been the foundation of my career path and the biggest asset to my work ethic. My desire to meet and exceed expectations was established at my first job out of high school with Walt Disney World. From 2013 up until the fall of 2020, I directed my children's homeschool education. I spent the following months looking for the next step in my career. I earned a Life and Health Insurance license the following spring and worked part-time and independently with AllState. With my diversified background in art and graphic design, I hope to bring new ideas to the table with the clients in mind. The milestones they share with us inspire me. Ultimately, I want to share the vision of the company I’m at and truly align with a team for a hands-on, collaborative experience -I've found that at Wealthquest. jshehane@wqcorp.com 513.530.9700 www.wqcorp.com Show less

Concierge

• Jul 2019 - Apr 2020

I'm the first-impressions ambassador when people walk in the door of Tapestry or call on the phone. I provide hospitality and exceptional service to provide information and meet the needs of the moment for residents, visitors, and staff. I'm the first-impressions ambassador when people walk in the door of Tapestry or call on the phone. I provide hospitality and exceptional service to provide information and meet the needs of the moment for residents, visitors, and staff.

Quality Control

• May 2009 - May 2010