Experience

SignalPoint Asset Management, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Wealth Management Advisor

  • Jan 2023 - Present


Capital Allocators

• United States
• Investment Management
• 1 - 100 Employee

• Content Associate

  • Feb 2023 - May 2023

  Capital Allocators is a podcast exploring the people and process behind the allocation of capital. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. - Assist with the weekly production, distribution, and promotion of the podcast. - Edit audio transcripts and other pre-production elements. - Create research reports for upcoming guests. Capital Allocators is a podcast exploring the people and process behind the allocation of capital. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. - Assist with the weekly production, distribution, and promotion of the podcast. - Edit audio transcripts and other pre-production elements. - Create research reports for upcoming guests.



Jack Henry & Associates

• United States
• Financial Services

• Accounting Analyst

  • Jan 2021 - Dec 2022

  Jack Henry & Associates, Inc. is a fintech company providing a variety of products and services to the financial services industry. - Inspect internal controls and annual/interim financial reports (10-K and 10-Q). - Process audit requests regarding revenue and general financial reporting. - Manage contracts and other agreements utilizing internal tools and processes. - Work with senior leaders to execute special initiatives within the accounting organization. - Oversee and analyze large datasets to perform audit functions for internal and external reporting. Show less

• Client Service Associate

  • Jan 2019 - Mar 2021

  SignalPoint is a Registered Investment Advisor (RIA) providing fee-only financial advice to individuals and institutions. - Discuss and execute strategy in key areas of practice management. - Conduct industry or individual security research on behalf of clients or the firm. - Update model portfolios utilizing the Envestnet/Tamarac portfolio reporting system. - Utilize Salesforce CRM to update client information and manage reporting/compliance. - Manage social media platforms on behalf of the firm and design strategies for advisors. Show less