Experience

Swearingen Realty Group, LLC

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Associate Director of Research

  • Jan 2019 - Present

• Market Research Analyst

  • Jun 2016 - Dec 2018



LD Lowe Wealth Advisory

• United States
• Financial Services
• 1 - 100 Employee

• Client Relations Specialist

  • Apr 2013 - Mar 2016

   Responsible for all account openings and investment purchases, transfers and sales.  Managed client portfolios and performed quarterly re-balances to ensure proper allocations.  Maintained client database (CRM) to guarantee accurate performance reporting and client information.  Administered all distributions, one time, systematic and RMD.  Coordinated with Estate Attorneys to seamlessly transfer investments to beneficiaries.  Responsible for all account openings and investment purchases, transfers and sales.  Managed client portfolios and performed quarterly re-balances to ensure proper allocations.  Maintained client database (CRM) to guarantee accurate performance reporting and client information.  Administered all distributions, one time, systematic and RMD.  Coordinated with Estate Attorneys to seamlessly transfer investments to beneficiaries.



Comparis Italian Ristorante

• United States
• Financial Services
• 1 - 100 Employee

• Manager

  • 2003 - 2010

   Responsible for daily operations of a high volume, fine dining establishment, including supervising staff, scheduling, inventory and sales reporting.  Planned and executed all events for large groups, on and off site. (Caterings, Special Occasions, etc.)  Responsible for daily operations of a high volume, fine dining establishment, including supervising staff, scheduling, inventory and sales reporting.  Planned and executed all events for large groups, on and off site. (Caterings, Special Occasions, etc.)