Bio
Credentials
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CAP Certified Administrative Professional September 2016
International Association of Administrative Professionals (IAAP)
Experience
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Noon Management
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Chattanooga, TN
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Executive Assistant
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May 2014 - Present
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Chattanooga, TN
Noon Management is a private equity investment firm founded in 2013. I provide administrative support to the Chairman and CEO. This position requires discretion, organization, research skills, time management, flexibility, and independent decision making skills.
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Wealth Preservation Advisors
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Chattanooga, TN
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Client Relationship Representative
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May 2014 - May 2016
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Chattanooga, TN
Worked daily with prospective and existing clients regarding all aspects of their investment accounts. Often praised for my skills in educating and nurturing relationships with our more mature clients. The ability to work independently as well as a team member was essential.
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Morgan Stanley
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Chattanooga, Tennessee Area
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Sr. Registered Service Associate / Operations
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Sep 2008 - May 2014
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Chattanooga, Tennessee Area
Series 7, 63, 65, 9 and 10.
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Raymond James and Associates
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Chattanooga, Tennessee
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Registered Sales Associate
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Sep 1998 - Sep 2008
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Chattanooga, Tennessee
Series 7 licensed, Series 63 licensed
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Education
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1999 - 2005Chattanooga State Community College
Associate of Science (A.S.), Cum Laude -
Financial Licenses
Series 63, 65, 7 and 9/10. Insurance Producer License - life and variable, finance
Suggested Services
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Industry Focus. “Financial Services”
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References
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