Sr. Client Service Associate

• Sep 2022 - - Saat ini

Registered Client Service Associate

• Mar 2019 - - Saat ini

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Lihat lebih sedikit

Client Service Associate

• Mei 2018 - Mar 2019

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Lihat lebih sedikit

Specialist, Trade Show Accounting

• Apr 2012 - Mei 2018

• Developed real time space optimization report to maximize sales and grow CES 2018 revenue by 5% to $113M• Increased annual client contracts in Expocad financial database for CES and CES Asia by 1,500 to more than 8,000 in 2017• Delivered cost analysis based on exhibit space financial reports to predict future revenue projections• Implemented procedures for digital contract processing, exhibitor information updates and reporting• Prepared monthly CES revenue account reconciliations for the yearly audit • Improved efficiency for daily reconciliations, dual payment entry and financial reporting Lihat lebih sedikit

Finance Accounting Intern

• Mei 2011 - Mei 2012

• Reviewed, filed and prepared client invoices for final step in payment process• Revised improper credit and debits in financial accounts• Managed financial records for clients in Expocad, Personify and Great Plains

Intern

• Jan 2011 - Mei 2011

• Researched mutual funds, stocks and bonds for past performance based on client holdings • Executed client contribution, distribution and transfer requests using eMoney • Prepared client financial materials for advisory team meetings • Managed communication between clients and advisory team • Produced tax preparation letters for clients’ accountants • Generated client contribution, distribution and performance reports using eMoney, Moneyguide Pro and Junxure • Researched mutual funds, stocks and bonds for past performance based on client holdings • Executed client contribution, distribution and transfer requests using eMoney • Prepared client financial materials for advisory team meetings • Managed communication between clients and advisory team • Produced tax preparation letters for clients’ accountants • Generated client contribution, distribution and performance reports using eMoney, Moneyguide Pro and Junxure