Experience

Confluent Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Client Engagement Manager

  • Aug 2022 - Present

  At Confluent Strategies, we help businesses leverage Equifax's unique data, analytics, and technology to make critical decisions with greater confidence. As your strategic partner, our team of industry and market experts serves as your direct connection to Equifax, analyzing your specific needs and strategically recommending solutions that power your business. Learn more at www.confluentstrategies.com. At Confluent Strategies, we help businesses leverage Equifax's unique data, analytics, and technology to make critical decisions with greater confidence. As your strategic partner, our team of industry and market experts serves as your direct connection to Equifax, analyzing your specific needs and strategically recommending solutions that power your business. Learn more at www.confluentstrategies.com.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Client Services

  • May 2022 - Aug 2022



Plummer Financial Services

• United States
• Financial Services

• Operations Manager

  • Jun 2020 - May 2022

  • Provide inspired leadership for the organization and help promote a company culture that encourages top performance and high morale. • Assist CEO & President with important policy, planning and strategy decisions • Assist with recruitment/screening of new hires and facilitate the onboarding and training process. • Schedule staff meetings, provide reminders to staff when important events are upcoming. • Manage relationships with vendors, service providers and building personnel and ensure invoices are paid on time. • Act as point of contact for maintenance, mailing, shipping supplies, equipment and errands. • Assist CEO & President in finding new business opportunities to generate revenue by proactively responding to prospective client inquiries. • Maintain and follow compliance standards for financial Investment portfolios. • Responsible for gathering financial data to open new client accounts including brokerage accounts, preparing annuity applications and suitability documentation, processing retirement plan rollovers and transfers, opening educational savings plans, managed accounts, and various other financial account types. • Responsible for handling service requests for clients including EFT and check requests, establishing & monitoring monthly contributions and disbursements, assisting clients with technology platform on-boarding, updating beneficiary information, handing death claims, and processing annual RMDs. • Accountable for administrative tasks including scheduling appointments, maintaining and storing client information according to industry compliance standards and ensuring that all required licensing and continuing education is up to date for financial advisors. Show less



FHN Financial

• United States
• Capital Markets
• 100 - 200 Employee

• Sales Assistant

  • Nov 2019 - Jun 2020