Experience

Apollon Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Associate

  • Nov 2021 - Present



Lerner Rouille

• Atlanta, Georgia

• Director Of Operations - Financial Planning & Investments

  • Jun 2019 - Nov 2021

  • Director of Operations for the Financial Planning division of wealth management firm, assisting advisors in wealth management planning and account services. • Leverages demonstrated history of working in the financial services industry from strong customer relations to assisting clients with their financial services needs. • Coordinates client and advisor meetings by preparing calendar requests, general follow ups, and other administrative tasks. • Opens new client accounts in Wealthscape such as IRA accounts, Individual accounts, and Joint accounts. • Partners with third party custodians to process 529 and 401k requests. Show less



Strategic Benefit Resources, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Nov 2018 - Feb 2019

  • Account Manager at stop-loss insurance company. • Managed client accounts throughout the implementation process of stop-loss insurance from initial inquiry to final sale. • Acted as liaison between insurance carrier and company/client. • Utilized Salesforce to manage past and current client accounts. • Account Manager at stop-loss insurance company. • Managed client accounts throughout the implementation process of stop-loss insurance from initial inquiry to final sale. • Acted as liaison between insurance carrier and company/client. • Utilized Salesforce to manage past and current client accounts.



Ashford Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Assistant Operations Manager

  • Jun 2015 - Nov 2018

  • Acted as Assistant Operations Manager for Ashford Advisors, a 120-year-old insurance and investment firm based in Atlanta with numerous associates throughout the Southeast. • Cultivated relationships with policyholders and process requested policy changes. • Reviewed and processed new insurance policies. • Assisted brokers and agents with licensing & onboarding • Acted as Operations Director during recent 3-month absence. • Acted as Assistant Operations Manager for Ashford Advisors, a 120-year-old insurance and investment firm based in Atlanta with numerous associates throughout the Southeast. • Cultivated relationships with policyholders and process requested policy changes. • Reviewed and processed new insurance policies. • Assisted brokers and agents with licensing & onboarding • Acted as Operations Director during recent 3-month absence.



Junior Achievement of Georgia

• Greater Atlanta Area

• Accounting & Back Office Administrator

  • Feb 2013 - Jun 2015

  • Provided exemplary assistance to Junior Achievement of GA, a non-profit organization that prepares young individuals to succeed in a global economy. • Worked hand in hand with the CFO to oversee expense reports and process invoices. • Processed all revenue and donations. • Managed communications with partner companies • Provided exemplary assistance to Junior Achievement of GA, a non-profit organization that prepares young individuals to succeed in a global economy. • Worked hand in hand with the CFO to oversee expense reports and process invoices. • Processed all revenue and donations. • Managed communications with partner companies



Gano Inc.

• Doraville, GA

• Office Assistant

  • Jun 2012 - Jan 2013

  • General Office Assistant for Gano, a wardrobe and prop rental company offering various services to the growing television and film industry in Atlanta, GA. • Created company website and coordinated email campaigns. • Facilitated client relations via inbound calls, coordinated client relations, administered invoicing, and organized inventory. • General Office Assistant for Gano, a wardrobe and prop rental company offering various services to the growing television and film industry in Atlanta, GA. • Created company website and coordinated email campaigns. • Facilitated client relations via inbound calls, coordinated client relations, administered invoicing, and organized inventory.