Megan Lindsay Belote
Associate Director of Diversity, Equity and Inclusion at Robinson Bradshaw- Claim this Profile
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Bio
Experience
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Robinson Bradshaw
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United States
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Legal Services
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200 - 300 Employee
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Associate Director of Diversity, Equity and Inclusion
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Nov 2022 - Present
Develop, implement and promote the firm's diversity, equity and inclusion strategy. Manage and monitor the implementation of the firm's DEI programming and drive accountability to project timelines, deliverables and outcomes.
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Attorney Recruiting & Diversity Coordinator
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Nov 2018 - Nov 2022
Supported the firm's Recruiting and Diversity, Equity and Inclusion committees. Assisted with coordinating the firm’s summer program, supporting law student recruiting efforts, and developing and implementing the firm's diversity, equity and inclusion strategy.
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Vanguard
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United States
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Financial Services
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700 & Above Employee
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Talent Mgmt. & Event Logistics Coordinator
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May 2018 - Nov 2018
-Ensured the timely and accurate assignment and scheduling of activities for both internal and external candidates.-Provided consultation between hiring managers, recruiters, and candidates.-Promoted relationship management by anticipating clients' needs and providing a seamless candidates experience. -Secured interview logistics including, travel, lodging, and expense reimbursements.-Supported processing Form I-9, ensuring documentation is valid.
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Select Services Invesmtent Professional - Job Rotation
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Nov 2017 - Apr 2018
- Used an effective call structure to assess client needs while looking beyond the client's stated reason for calling.-Leveraged active listening and open ended questions to recognize verbal and visual cues to identify investment opportunities, client's investment goals, as well as their time, willingness, and ability to reach these goals.-Proactively positioned products and services that will meet the needs of self-directed clients, as well as those who are open to working with an advisor. Show less
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Brokerage Investment Professional
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Aug 2016 - Oct 2017
- Interacted with over 45 clients on a daily basis- Provided excellent customer service to clients in an efficient and accurate manner- Engaged in high level conversations about different financial products with clients - Performed monetary and clerical transactions without error- Conversed with both colleagues and Team Leaders to build business acumen and get different perspectives on complex situations- Understand and verbalized the workings of Traditional and Roth IRAs in regards to suitability and general tax consequences Show less
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Sound Partners
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Greenville, North Carolina Area
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Social Media Intern
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Jan 2016 - May 2016
-Assisted financial advisors with creating LinkedIn profiles. -Monitored social media accounts to ensure sufficient information flow. -Created social media presence progress reports. -Created original content to be posted through the Sound Partners Facebook page. -Interacted with advisors daily and answer questions concerning their social media accounts. -Ensured original content and LinkedIn profiles are approved with compliance before posting. -Assisted financial advisors with creating LinkedIn profiles. -Monitored social media accounts to ensure sufficient information flow. -Created social media presence progress reports. -Created original content to be posted through the Sound Partners Facebook page. -Interacted with advisors daily and answer questions concerning their social media accounts. -Ensured original content and LinkedIn profiles are approved with compliance before posting.
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The Cypress of Charlotte
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Charlotte, North Carolina Area
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Food and Beverage Server
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Feb 2011 - Jan 2015
-Served tables at the Cypress of Charlotte retirement home and expanded my customer service and networking skills by thoroughly getting to know the residents on a personal basis -Trained up to 30 new staff members and recognized as a server mentor within the F&B department -Requested by recurring customers to serve on private functions -Served tables at the Cypress of Charlotte retirement home and expanded my customer service and networking skills by thoroughly getting to know the residents on a personal basis -Trained up to 30 new staff members and recognized as a server mentor within the F&B department -Requested by recurring customers to serve on private functions
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Brooklyn Pizza Parlor
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United States
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Hospitality
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1 - 100 Employee
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Cashier
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Jan 2010 - May 2011
While working at Brooklyn Pizza Parlor, I built satisfied customer relationships, handled up to $500 in daily sales, trained new employees, and strengthened my time management and networking skills While working at Brooklyn Pizza Parlor, I built satisfied customer relationships, handled up to $500 in daily sales, trained new employees, and strengthened my time management and networking skills
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Education
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East Carolina University
Bachelor of Science (B.S.), Business Administration and Management, General