Experience

Trinity Wealth Management Group, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Nov 2020 - Present

• Insurance Advisor at Trinity Wealth Management Group, Inc.

  • Oct 2015 - Present

  We are a Veteran owned, independent and objective firm with a focus on tax diversification, Investment management and Retirement plan management.



Premier Wealth Care Group, LLC

• Clearwater, Florida

• Office Manager

  • Nov 2015 - Feb 2018

  • Open/Manage Client Accounts. • Assist Financial Advisor. • Maintain Office Functionality. • Open/Manage Client Accounts. • Assist Financial Advisor. • Maintain Office Functionality.



SalesMakers, Inc.

• United States
• Advertising Services
• 100 - 200 Employee

• Operations Support Specialist

  • Jun 2014 - Oct 2015

  • Recruitment for Fortune 500 companies nationwide including Sprint, Vonage, Comcast, DirecTV • Operational responsibilities include working closely with candidates while guiding them through a hiring process which includes filling out New Hire Paperwork, completing necessary assignments, and attending mandatory trainings, as well as keeping in contact with managers and making sure that candidates who pass training are then scheduled to work in the stores. • Further responsibilities include assisting all other departments as needed such as HR, Payroll, Training, and Sales Directors. • I use programs such as Microsoft Excel, Google Docs, and Soft Phone on a daily basis. • Fast paced environment with high call and email volume. • Daily data entry and reporting Show less



Feeding Tampa Bay

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Student Internship

  • Feb 2015 - May 2015

  • Data Entry • Organized Data • Research • Data Entry • Organized Data • Research



TD

• Canada
• Banking
• 700 & Above Employee

• Banking Specialist

  • Jun 2010 - Dec 2012

  Banking Specialist II & Online Banking Specialist: • Responsibilities include taking care of customer needs while education and connecting with each customer about their banking questions and concerns. • Assist customers with their Online Banking needs and helping educate customers about the features we offer. • Further, I completed training on website function and technical support. Banking Specialist II & Online Banking Specialist: • Responsibilities include taking care of customer needs while education and connecting with each customer about their banking questions and concerns. • Assist customers with their Online Banking needs and helping educate customers about the features we offer. • Further, I completed training on website function and technical support.