Experience

AP Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Client Communications Manager

  • Jan 2021 - Present

  Augusta, Georgia, United States

• Client Services Associate

  • Dec 2015 - Sep 2021

  Augusta, Georgia Area Provide support to AP Wealth Management clients through preparing new account paperwork, opening accounts, managing clients’ assets and wire transfers, preparing reports and presentations, as well as participating in client meetings. Partner with staff and Investment Advisors in managing the Client relationship. Plan and coordinate special events including monthly - TheBriefing - and annually - The Walton Award.



SRP Federal Credit Union

• United States
• Banking
• 100 - 200 Employee

• Member Services Representative

  • 2012 - 2015

  Augusta, Georgia Area Provided support and service to clients of the Credit Union by responding to requests and complaints, making sales, processing orders and providing information on the organization and its services. Delivered high-quality customer service by actively listening to members’ requests and working to find the appropriate solution. When faced with member complaints, focused action to provide a solution. Collaborated with internal resources to identify the issue, respond to concerns and follow up with… Show more Provided support and service to clients of the Credit Union by responding to requests and complaints, making sales, processing orders and providing information on the organization and its services. Delivered high-quality customer service by actively listening to members’ requests and working to find the appropriate solution. When faced with member complaints, focused action to provide a solution. Collaborated with internal resources to identify the issue, respond to concerns and follow up with a satisfactory resolution in a timely and affective manner. Daily worked to provide excellent service through providing information, processing transactions, and cross-selling products. Show less



Golden Harvest Food Bank

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Events Coordinator

  • Sep 2011 - 2012

  Augusta, Georgia Area Plan, coordinate, execute and review special events - Specifically the Spooky Food Drive. Research, propose and secure possible venues for functions based on budget, geography, accessibility, aesthetic appeal and availability. Contract for services from vendors including caterers, florists, parking services, photography, etc. Prepare formal briefing materials with final details for gift officers and event hosts. Develop volunteer staffing plans to ensure quality standards are met.



The Men’s Refinery BarberSpa

• Salon Manager | Special Events

  • 2010 - 2011

  Augusta, Georgia Area

• Special Assets Representative (Collections)

  • 2001 - 2002

  Augusta, Georgia Area

• Loan Processor

  • 2000 - 2001

  Augusta, Georgia Area

• Teller

  • 1999 - 2000

  Augusta, Georgia Area