Client Service Manager

• Oct 2022 - Present

Client Service Associate

• Sep 2021 - Sep 2022

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Client Advisor

• Feb 2021 - Aug 2021

Client Advisor

• Oct 2019 - Jul 2020

Supported financial planning team to provide more personalized service to clients with up to $750K in investable assets • Conducted client review meetings and fulfilled client account maintenance requests and internal audit requests • Executed in/outbound client contact to provide clarity amid corporate branding shift and COVID-19 volatility • Spearheaded Central Operations Processing System to coordinate time-sensitive requests of all planning teams • Opened hundreds of client accounts across several custodial platforms (Fidelity, Charles Schwab, TD Ameritrade, US Bank, Pershing, SEI) Show less

Director Of Operations

• Feb 2017 - Mar 2020

Managed operations of youth basketball organization offering camps, private training and teams for elite players • Researched and evaluated regional competition, analyzed data and delivered recommendations to aid program expansion • Oversaw task lists and calendars for founder, program director and coaches for over 15 teams simultaneously • Arranged AAU travel, practice, game schedules; emailed parents with reminders, updates, other correspondence • Captured tournament highlights and moments of team camaraderie for posts to Instagram page and stories Show less

Digital Marketing Director/Front Desk Manager

• Sep 2017 - Apr 2019

Digital Marketing Director:Executed campaigns increasing web traffic by 70% and utilized search and social to facilitate online lead generation• Presented quarterly updates to board of directors using Google and Facebook Analytics and membership metrics• Filmed, edited and ran paid social ads, maintained Google AdGrants and analyzed data to optimize campaigns• Published website updates, promotional materials, monthly email blasts; tracked and reported tactic performance• Improved overall club operational efficiency and ensured superior and consistent membership experience--------------------------------------------------Front Desk Manager:Improved overall club operational efficiency and ensured superior and consistent membership experience• Updated employee handbook and front desk manual; trained and managed team of six associates• Digitized calendar reservation system for rentals to improve facility utilization rates by third party vendors• Calculated and analyzed data to generate monthly membership metrics report for the GM Show less

Front Desk Associate

• May 2013 - Aug 2017

Served as initial point of contact in person, by phone and by email for members and prospects for 700-member health club• Provided accurate club and account information to prospective and current members, management and vendors• Scheduled pool, court, studio rentals; performed desk operations; administered welcome interviews and tours• Promoted to director and manager roles after presenting digital marketing strategy to the board of directors

Market Development & Insights Intern

• Jun 2015 - Aug 2015

Evaluated the Travel & Transportation industry to recommend opportunities for IBM’s entry into technology sectors • Collaborated across multiple IBM departments to research market opportunity and prioritize feasible solutions • Presented data findings and actionable recommendations to industry leaders, department heads and executives • Contributed to a business plan expanding IoT and B2B partnerships to include consumer-facing applications Evaluated the Travel & Transportation industry to recommend opportunities for IBM’s entry into technology sectors • Collaborated across multiple IBM departments to research market opportunity and prioritize feasible solutions • Presented data findings and actionable recommendations to industry leaders, department heads and executives • Contributed to a business plan expanding IoT and B2B partnerships to include consumer-facing applications

Teaching Assistant & Economics Tutor

• Sep 2014 - Dec 2014

Selected by Economics Department Head to teach and tutor students enrolled in Basic Economic Principles and Corporate Finance courses • Conducted group review sessions and provided individual tutoring for students requiring additional assistance • Created homework answer keys and corrected student homework and classwork assignments Selected by Economics Department Head to teach and tutor students enrolled in Basic Economic Principles and Corporate Finance courses • Conducted group review sessions and provided individual tutoring for students requiring additional assistance • Created homework answer keys and corrected student homework and classwork assignments

Uber NYC Brand Ambassador

• Jun 2014 - Dec 2014

Completed training to identify prospective users, elevator pitch the Uber brand, and sign up new riders • Promoted brand through event booths and guerilla marketing at concerts, schools, town halls in the Greater Metropolitan area • Worked competitively for bonuses and in special events like Uber Ice Cream Day, using various marketing techniques to sell subscriptions and earn prizes Completed training to identify prospective users, elevator pitch the Uber brand, and sign up new riders • Promoted brand through event booths and guerilla marketing at concerts, schools, town halls in the Greater Metropolitan area • Worked competitively for bonuses and in special events like Uber Ice Cream Day, using various marketing techniques to sell subscriptions and earn prizes

Red Shirt Employee

• Dec 2012 - Jan 2013

Red Shirt Employee

• Jun 2012 - Aug 2012

Completed Five Guys University training in customer service, food preparation, and opening/closing procedures • Gained experience at all of the food and service stations for opening, midday and closing shift times • Continued primarily on the grill station and uplifted team members to keep up pace and quality during meal rushes Completed Five Guys University training in customer service, food preparation, and opening/closing procedures • Gained experience at all of the food and service stations for opening, midday and closing shift times • Continued primarily on the grill station and uplifted team members to keep up pace and quality during meal rushes