Planning & Allocation Specialist

• Jun 2020 - Present

Wealth Management Sales Assistant II

• Oct 2019 - May 2020

Financial Representative

• Feb 2019 - Sep 2019

Registered Representative

• Jul 2017 - Jan 2019

Securities offered through W&S Brokerage Services, Inc., member FINRA/SIPC and a member of Western & Southern Financial Group. Securities offered through W&S Brokerage Services, Inc., member FINRA/SIPC and a member of Western & Southern Financial Group.

Financial Representative

• Dec 2016 - Jan 2019

Project Manager

• Jul 2015 - Nov 2016

· Internet Research/Prospecting · Creating attractive and well written email proposals · Communicating updates on the sales process to our schools’ Athletic Directors · Generating warm leads through networking as well as cold calling · Utilizing Sales Force and Infor CRM to organize and consistently follow-up with prospects · Negotiating and closing deals · Preparing contracts and internal paperwork · Internet Research/Prospecting · Creating attractive and well written email proposals · Communicating updates on the sales process to our schools’ Athletic Directors · Generating warm leads through networking as well as cold calling · Utilizing Sales Force and Infor CRM to organize and consistently follow-up with prospects · Negotiating and closing deals · Preparing contracts and internal paperwork

Operations Intern

• Jan 2015 - Jul 2015

Secured camp facilities, established trade relations, produced on-site activities, and helped configure travel logistics. Secured camp facilities, established trade relations, produced on-site activities, and helped configure travel logistics.

Retail Associate

• Mar 2013 - Oct 2014

Operated cash register, restocked products, and other miscellaneous duties in the Pro Shop at Great American Ball Park during Cincinnati Reds games. Operated cash register, restocked products, and other miscellaneous duties in the Pro Shop at Great American Ball Park during Cincinnati Reds games.

UCATS Intern

• Jan 2014 - Apr 2014

Organized promotions to be given out at sporting events and updated donor database. Helped facilitate events put on for donors with appearances by UC coaches and teams. Organized promotions to be given out at sporting events and updated donor database. Helped facilitate events put on for donors with appearances by UC coaches and teams.

Landscaping Assistant

• Jun 2010 - Sep 2011

Planted trees and flowers, and maintained bushes and overgrown tree limbs. Created flower beds. Planted trees and flowers, and maintained bushes and overgrown tree limbs. Created flower beds.

Baseball/ Softball Umpire and Soccer Referee

• May 2006 - Sep 2011

Soccer Referee and Baseball/Softball Umpire Umpired baseball/softball games and refereed for youth soccer games. Maintained field conditions, sportsmanship-like atmosphere, and ensured safety of players. Soccer Referee and Baseball/Softball Umpire Umpired baseball/softball games and refereed for youth soccer games. Maintained field conditions, sportsmanship-like atmosphere, and ensured safety of players.