Experience

Bleakley Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Client Service Associate

  • May 2022 - Present

  Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.



Summit Financial

• United States
• Financial Services
• 100 - 200 Employee

• Investment & Insurance Coordinator

  • Mar 2021 - May 2022



Geltrude & Company

• United States
• Accounting
• 1 - 100 Employee

• Tax/Audit Intern

  • Jan 2020 - Apr 2020



Kushner

• United States
• Real Estate
• 1 - 100 Employee

• Accounting Intern

  • May 2018 - Dec 2019

  * Responsible for eighteen residential Kushner properties including: -Bank Reconciliations -Work Paper Packages -Replacement Reserves -Security Deposit Activities (Bank Reconciliations, Tenant Move In/Outs, SD Fee Adjustments) -Monthly Accrued Expenses -Mortgage Payments -Petty Cash Funding -Management Fee -Monthly Bill backs -Quarterly Financial Reporting -Capital Expenditures -Daily Journal Entries * Responsible for eighteen residential Kushner properties including: -Bank Reconciliations -Work Paper Packages -Replacement Reserves -Security Deposit Activities (Bank Reconciliations, Tenant Move In/Outs, SD Fee Adjustments) -Monthly Accrued Expenses -Mortgage Payments -Petty Cash Funding -Management Fee -Monthly Bill backs -Quarterly Financial Reporting -Capital Expenditures -Daily Journal Entries



Terrys Pharmacy

• United States
• Pharmaceutical Manufacturing

• Pharmaceutical Technician/Clerk

  • Nov 2012 - Nov 2016

  • Fulfilled customer obligations by providing efficient and quality customer service such as assisting customers with needs • Responsible for contacting physicians with personal customer information • Filled customer prescriptions accordingly to physicians requests • Coordinate Home Deliveries • Responsible for maintaining Inventory Control • Assisted management on training new employees as needed • Fulfilled customer obligations by providing efficient and quality customer service such as assisting customers with needs • Responsible for contacting physicians with personal customer information • Filled customer prescriptions accordingly to physicians requests • Coordinate Home Deliveries • Responsible for maintaining Inventory Control • Assisted management on training new employees as needed