Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Client Services Manager

  • Nov 2022 - Present

  Appleton, Wisconsin, United States As a Client Service Manager, I will be assisting with all service related needs of Annex Wealth Management.



Bergstrom Automotive

• United States
• Motor Vehicle Manufacturing
• 500 - 600 Employee

• Title and Loan Specialist

  • Jul 2021 - Nov 2022

  Appleton, Wisconsin, United States

• Product Genius

  • Jul 2020 - Nov 2022

  Appleton, Wisconsin, United States



Westin Hotels & Resorts

• United States
• Hospitality
• 700 & Above Employee

• Marketing Concierge

  • May 2017 - Mar 2019

  Ka'anapali, Maui, Hawaii - Generate interest about VSE, Inc. and schedule appointments for guests to attend our Sales Presentations at the Westin Nanea Ocean Villas. - Provide outstanding customer service to all guests and visitors of the Resort. - Provide assistance prior to arrival for all hotel guests that will deliver all critical information needed in preparing for any vacation (such as: what to pack, current resort temperature, directions to resort, etc.) - Reconfirm pertinent reservation… Show more - Generate interest about VSE, Inc. and schedule appointments for guests to attend our Sales Presentations at the Westin Nanea Ocean Villas. - Provide outstanding customer service to all guests and visitors of the Resort. - Provide assistance prior to arrival for all hotel guests that will deliver all critical information needed in preparing for any vacation (such as: what to pack, current resort temperature, directions to resort, etc.) - Reconfirm pertinent reservation details or guests' requests that will be passed on to the Front Desk, such as special occasions, early check-in request, amenity orders, special room needs such as ADA accessible or cribs. Show less



Koas Seaside Grill

• Bartender

  • Apr 2016 - May 2017

  Lahaina, Hawaii ● Greet guests and patrons personally and on the telephone ● Offer appropriate seating arrangements ● Present menus and take orders ● Ensure the quantity of menus is sufficient to cater to the number of guests ● Relay orders to the kitchen and ensure all orders are filled in a timely and accurate fashion ● Set up dining rooms and make reservation arrangements ● Maintain clean and organized tables and work area ● Assist room service when and as… Show more ● Greet guests and patrons personally and on the telephone ● Offer appropriate seating arrangements ● Present menus and take orders ● Ensure the quantity of menus is sufficient to cater to the number of guests ● Relay orders to the kitchen and ensure all orders are filled in a timely and accurate fashion ● Set up dining rooms and make reservation arrangements ● Maintain clean and organized tables and work area ● Assist room service when and as needed ● Manage event related work including setting up tables and maintaining both exterior and interior of the restaurant Show less



Commonwealth Foreign Exchange

• United States
• Financial Services
• 1 - 100 Employee

• Account Executive

  • Sep 2015 - Jan 2016

  Greater New York City Area A corporate foreign exchange specialist combining the best in competitive exchange rates, high quality customer service, and the latest technology. Commonwealth Foreign Exchange provides cross border payment solutions for businesses and high net worth individuals. We understand the complex needs of businesses and the challenges of managing international payments. We help businesses control costs, manage their foreign currency risks, and deploy efficient corporate foreign exchange solutions to… Show more A corporate foreign exchange specialist combining the best in competitive exchange rates, high quality customer service, and the latest technology. Commonwealth Foreign Exchange provides cross border payment solutions for businesses and high net worth individuals. We understand the complex needs of businesses and the challenges of managing international payments. We help businesses control costs, manage their foreign currency risks, and deploy efficient corporate foreign exchange solutions to gain competitive advantage in the global marketplace. Specialties: • Foreign exchange market and services (wires, drafts, and forwards). • High quality personalized service and keen attention to client needs • Risk Mitigation. • Wholesale Exchange Rates • Competitive Wire rates and Draft fees • International business (Finance/Sales/Marketing) • FX Consulting • Standing Orders Show less



Burberry

• United Kingdom
• Luxury Goods & Jewelry
• 700 & Above Employee

• Customer Service Consultant

  • Oct 2013 - Aug 2015

  Greater New York City Area • Brand and product expert, providing a personalized experience for customers. • Anticipate and understand customers’ needs, persevering and resolving any service or product related issues, with specialist understanding of post-sales customer care. • Advocate for the brand, product, seasonal collections and product innovations. Use knowledge to address customer needs actively contributing to increase sales. • Deal with customers via phone, web, social media and email… Show more • Brand and product expert, providing a personalized experience for customers. • Anticipate and understand customers’ needs, persevering and resolving any service or product related issues, with specialist understanding of post-sales customer care. • Advocate for the brand, product, seasonal collections and product innovations. Use knowledge to address customer needs actively contributing to increase sales. • Deal with customers via phone, web, social media and email dialogue. • Carry out any additional duties as directed by the management team Show less



Barneys New York

• United States
• Retail
• 700 & Above Employee

• Women's Accessories Sales Associate

  • Oct 2012 - May 2013

  Greater New York City Area • Personal Shopping for private and elite clientele • High-end sales in women's accessories department • Achieved pointed sales goals every week • Build a vast book of clients, improved customer satisfaction by 10% in two months • Greeted customers entering the store to ascertain what each customer wanted or needed. • Politely assisted customers in person and via telephone.



FXDD

• Malta
• Financial Services
• 1 - 100 Employee

• Portuguese FX Sales/Customer Services Associate

  • Jun 2012 - Sep 2012

  Greater New York City Area • Provided information about foreign exchange solutions to perspective clients • Support Foreign Exchange customers from around the world. • Responded to and resolved customers inquire within 24 hour period-Build and maintained customer relationship. • Converted demo to live accounts, resulting in doubling of Portuguese portfolio.



GDS Group

• United Kingdom
• Events Services
• 700 & Above Employee

• Latin America Summit Sales Executive

  • Mar 2011 - Sep 2011

  Greater New York City Area • Research companies with the right products for existing clients • Build solid leads for prospective clients • Pitching products within the portfolio and closing both new and existing business. • Drafting and sending proposals to introduce the company's policies and styles. • On site, provide exceptional customer service and interact with clients • Dedicated to continuously improving sales abilities and product knowledge.