Experience

Berkshire Hathaway HomeServices York Simpson Underwood Realty

• United States
• Real Estate
• 1 - 100 Employee

• REALTOR®

  • Feb 2018 - Present

  Raleigh-Durham, North Carolina Area Recognized as Berkshire Hathaway HomeServices Honor Society Award Winner for Top 16% Sales Volume Nationally (2020, 2021, & 2022) • Built real estate business, generating increased revenue year-over-year. • Manage portfolio of business and client relationships. • Advise buyers and sellers on market conditions to help them make informed decisions. • Manage marketing strategy and tactics for print, email, Web, and social media. • Stage and market properties.



FINRA

• United States
• Financial Services
• 700 & Above Employee

• Associate Director, Member Relations and Education

  • Mar 2008 - Dec 2014

  Washington, DC Selected for FINRA Inspired to Lead Mentor Program (2013) & FINRA Leadership Program at Wharton (2012). Received FINRA Outstanding Team Achievement Awards (2009 & 2012). • Led conference and executive education program development to help keep financial industry compliance and legal professionals informed about regulatory priorities, rule changes and compliance best practices. • Served as program manager, set multiple conference strategies and goals, developed conference programming… Show more Selected for FINRA Inspired to Lead Mentor Program (2013) & FINRA Leadership Program at Wharton (2012). Received FINRA Outstanding Team Achievement Awards (2009 & 2012). • Led conference and executive education program development to help keep financial industry compliance and legal professionals informed about regulatory priorities, rule changes and compliance best practices. • Served as program manager, set multiple conference strategies and goals, developed conference programming, led subject-matter working groups, and presented to executive committees. • Secured 150+ conference speakers and presenters each year, managed relationships, and advised on content development. • Provided input on marketing and communications plans and tactics, directed online and print publishing efforts, and reviewed, edited, and approved collateral. • Advised on smartphone app development. • Oversaw collection and analysis of participant feedback. • Advised on program development for FINRA Institute at Wharton certificate program, Half-Day Compliance Boot Camps and SEC/FINRA Compliance Outreach Programs. • Managed and mentored staff. • Managed budgets for conferences and executive education certificate program.

• Senior Manager, Member Education

  • Nov 2005 - Mar 2008

  Washington, DC Received FINRA Outstanding Team Achievement (2007) & Above & Beyond Award (2006) • Designed curriculum and developed materials for conferences, online workshops and phone-in workshops. • Advised on marketing and communications plans and tactics, and reviewed and edited online and print collateral. • Oversaw collection and analysis of participant feedback. • Supervised conference staff.

• Manager, Member Education

  • Dec 2003 - Dec 2005

  Washington, DC Received NASD Excellence in Service Award (2004) • Supported program development for multiple conferences. • Served as project manager, copywriter, and editor for marketing and conference materials. • Led development, implementation, and analysis of conference participant feedback process.

• Associate Management Analyst, Administration and Operations

  • Apr 2003 - Dec 2003

  Washington, DC Received NASD President's Award (2003) • Led reporting efforts for one of the company's divisions, prepared monthly operations report to CEO and executive management, and analyzed performance metrics. • Drafted executive's monthly emails to division staff. • Facilitated new hire orientation program, which was held on a quarterly basis. • Served on conference planning team, and led participant feedback collection and analysis effort.

• Special Projects Coordinator

  • Jul 2001 - Apr 2003

  Washington, DC Received NASD Above and Beyond Award (2002) • Led project to develop and deliver the company's first e-learning course. • Developed curriculum for a new hire orientation program. • Supported recruiting teams to successfully hire four senior executives.