Experience

Williams Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Planner

  • Jan 2015 - Present

  Columbia, MD Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm, located in Columbia, Maryland. We provide independent and objective financial advice to a wide array of affluent individuals and families. We focus our practice on providing advice in areas such as investment planning, retirement planning, tax planning, business planning, estate planning, and risk management planning. Most important, at Williams Asset… Show more Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm, located in Columbia, Maryland. We provide independent and objective financial advice to a wide array of affluent individuals and families. We focus our practice on providing advice in areas such as investment planning, retirement planning, tax planning, business planning, estate planning, and risk management planning. Most important, at Williams Asset Management we are fiduciaries, which means that with everything we do, we have our client's interests at heart. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. Fixed insurance products and services offered by Williams Asset Management. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html Show less



Planning Solutions Group LLC

• United States
• Law Practice

• Financial Advisor

  • Jul 2014 - Dec 2014

  Fulton, Maryland Planning Solutions Group is a financial planning firm that specializes in developing innovative concepts for wealth creation and preservation. PSG is comprised of 3 partners with over 60 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes two attorneys who provide advanced estate and tax planning solutions, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies.



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Sales Support - Financial Advisor Segment

  • Mar 2013 - Jun 2014

  Owings Mills, MD Proactive Engagement - responsible for contacting advisors to drive awareness, retain assets, and grow distribution within specified territories. Occasional travel when appropriate. Closely work with sales to increase adoption of our products and develop and maintain relationships with advisors. Reactive Service– Provide high quality relationship management and service in response to inbound advisors’ client service needs and requests. Manage inbound requests through the 800# and… Show more Proactive Engagement - responsible for contacting advisors to drive awareness, retain assets, and grow distribution within specified territories. Occasional travel when appropriate. Closely work with sales to increase adoption of our products and develop and maintain relationships with advisors. Reactive Service– Provide high quality relationship management and service in response to inbound advisors’ client service needs and requests. Manage inbound requests through the 800# and inbox. Sales Support by way of coordination and communication – Carry out client service and support activities to provide leverage to the sales professionals. Utilization of the Service Associate role to perform non-client engagement activities for their internal partners and their advisors. Responsible for coordination of advisor meetings with investment professionals and will facilitate investment professional conference calls. Knowledge of our investment products and service offerings, broker dealer and custodial platforms and products availability, as well as marketing offerings are necessary.

• Global Equity Senior Mutual Fund Accountant

  • Jun 2011 - Feb 2013

  Owings Mills, MD Responsible for record keeping and cash reconciliation for various T Rowe Price mutual funds. Knowledge of the investment objectives of the mutual funds and micro/macro economic trends as to understand day to day activity w/in the funds such as portfolio turnover and cash flows Point of contact for any inquiries and problems on assigned funds, communicating with custodian banks, auditors, and various groups both within and outside Investment Operations. Responsible for… Show more Responsible for record keeping and cash reconciliation for various T Rowe Price mutual funds. Knowledge of the investment objectives of the mutual funds and micro/macro economic trends as to understand day to day activity w/in the funds such as portfolio turnover and cash flows Point of contact for any inquiries and problems on assigned funds, communicating with custodian banks, auditors, and various groups both within and outside Investment Operations. Responsible for resolving identified security discrepancies to maintain accurate positions



UBS Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • Jul 2010 - Jul 2010

  • Gained exposure to rudimentary principles of financial services by assisting advisors with analysis and attending training seminars • Worked directly with financial advisors in creating financial goal analysis (FGA’s) for prospective and current clients



Maryland State Department of Business and Economic Development

• Summer Intern

  • May 2010 - Jul 2010

  • Shadowed Regional Manager of Europe and South America within International Trade and Investment Office • Worked on various market/industry research projects requiring data analysis and Microsoft Excel proficiency • Participated in important conference calls, delegations, and business meetings with prospective clients and companies looking to expand their operations



Ibello Upholstery

• Seasonal/Summer Assistant

  • Jan 2005 - Jul 2010

  • Worked in operations and sales for one of Baltimore’s largest upholstery companies