Experience

CORE Wealth Advisors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Director of Client Services

  • May 2016 - Present

  Lakeland, Florida Area



Allen & Company of Florida,LLC

• United States
• Financial Services
• 1 - 100 Employee

• Commissions Manager

  • Apr 2013 - Apr 2016



CE Design Co.

• Office Manager

  • May 2012 - Dec 2012



Alexander Babbage, Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Market Research Project Manager

  • Jan 2008 - Apr 2012

  - Develop business and marketing strategies for a diverse group of companies across a broad range of industries (non-profit, financial services, retail and shopping center, sports, restaurants). Typical program elements include customer segmentation, market comparison, and define geographic trade areas. - Responsible for all vendor selection, management and coordination and as well as cultivate and grow key vendor relationships for both qualitative and quantitative areas of business -… Show more - Develop business and marketing strategies for a diverse group of companies across a broad range of industries (non-profit, financial services, retail and shopping center, sports, restaurants). Typical program elements include customer segmentation, market comparison, and define geographic trade areas. - Responsible for all vendor selection, management and coordination and as well as cultivate and grow key vendor relationships for both qualitative and quantitative areas of business - Manage all phases of qualitative and quantitative research including design, collection and analysis of data to develop strategic recommendations - Proficient with AnySite (MapInfo)Software, used to analyze demographics of defined Trade Areas Show less



The United Way of Central Flordia

• Intern

  • Aug 2007 - Dec 2007

  - Assisted Senior Team (President, COO, CFO, Director of Leadership Giving, Director of Marketing) with daily office duties as well as special projects - Assisted and organized an event for National Reading Day involving 24 various childcare center, 21 volunteers, and 718 children - Prepared and Presented on behalf of the United Way organization to various local business, and assisted with camping events in the community