Experience

Next Capital Management LLC

• United States
• Financial Services
• 1 - 100 Employee

• Vice President Client Relations

  • Dec 2022 - Present

  New York City Metropolitan Area

• Client Associate

  • Aug 2019 - Feb 2023

  New York, New York, United States



StoneX Group Inc.

• United States
• Financial Services
• 700 & Above Employee

• Settlement Officer

  • Oct 2018 - Aug 2019

  New York, United States



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Client Associate

  • Aug 2017 - Sep 2018

  Greater New York City Area • Provide client service and work with clients regarding inquiries/requests regarding accounts • Assist in processing wires and funds transfers • Compliance KYC/AML/OFAC/BSA/IT data security/general banking policy training • Escrow account handling and project/client management • Assist with general banking processes and tasks, process paperwork • Complete operational tasks including daily and monthly reports • Process documentation from investors • Project management



Lincoln Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Business Development Intern

  • Sep 2015 - Jan 2016

  Paramus, New Jersey Responsible for generating, qualifying and contacting sales leads; manages activities that lead to account acquisition and enrollment. Serviced existing accounts by calling on existing sales clients and assuring their needs are being met. Represents yourself and the company as a consultative partner by understanding a customer's business needs and providing solutions. Differentiated the product from competitors by giving innovative and engaging presentations to a variety of… Show more Responsible for generating, qualifying and contacting sales leads; manages activities that lead to account acquisition and enrollment. Serviced existing accounts by calling on existing sales clients and assuring their needs are being met. Represents yourself and the company as a consultative partner by understanding a customer's business needs and providing solutions. Differentiated the product from competitors by giving innovative and engaging presentations to a variety of audiences. Monitored competition by gathering current marketplace information on pricing, products, new products, merchandising techniques, etc. Keeps management informed by submitting activity and results reports. Meet and exceeded all sales quotas and goals. Contributed to team effort by collaborating and accomplishing results as needed. Show less