Associate Integrated Wealth Advisor

• Jan 2020 - Present

- Collaborate with clients and advisors across the organization on all aspects of planning and portfolio management within the firm’s integrated wealth management platform.- Work proactively to ensure client service activities are completed accurately and on time.- Maintain regular communication with clients to ensure an exceptional experience.

Sr. Client Solutions Specialist

• Jul 2014 - Jan 2020

Associate in the Rotational Development Program

• Jun 2013 - Jun 2014

President

• Jan 2012 - Dec 2012

- Prepared and presided over weekly meetings with 70+ attendees using parliamentary procedure.- Communicated with more than 1,500 alumni about chapter achievements.- Partnered with key stakeholders to create new committee structure.- Led all external affairs of the chapter.

Operations Finance Intern

• Aug 2011 - May 2012

- Emphasized member service and satisfaction levels.- Conducted daily financial and special member requests.- Managed cash drawer inventory of $12,000.- Communicated services, products and benefits.