Experience

Capital Creek Partners

• United States
• Investment Management
• 1 - 100 Employee

• Client Operations Associate

  • Jan 2023 - Present



Avalon Investment & Advisory

• United States
• Investment Management
• 1 - 100 Employee

• Relationship Manager

  • Apr 2013 - Jan 2022

  Avalon Advisors was founded in 2001. Our mission is to provide superior investment management and differentiated investment advice to our clients by combining the in-house talents of nationally recognized investment managers with experienced client advisors. Avalon provides proven investment advice to wealthy families, endowments, foundations and trusts. Avalon is committed to developing long-term, successful relationships with its private clients. Every client’s situation is unique. We work with each of our clients to develop and implement an asset allocation and investment plan that satisfies their objectives and expectations. The advisory process begins with a review of the client’s current investment situation in order to define prospective investment goals. From that, we develop an asset allocation plan based on the client’s risk tolerance, income needs and investment horizon. As needed, we will coordinate with the client’s “team”, which may include attorneys, accountants, and/or business managers to ensure all issues are covered. Show less



C. Geraci & Company

• Financial Services
• 1 - 100 Employee

• Client Services/Marketing Manager

  • Dec 2010 - Apr 2013



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Service Manager

  • Jul 2008 - May 2010

  • Responsible for introducing customers to new products and services, and generate leads for other members of the sales team • Consistently achieves solution goals on a quarter to quarter basis • Managing teller team in day to day activities such as: workflow scheduling, transaction approval, teller training/or teller supervision • Communicating with my team in order to prioritize tasks such as: supply ordering, foreign exchange services, and compliance tasks. • Responsible for introducing customers to new products and services, and generate leads for other members of the sales team • Consistently achieves solution goals on a quarter to quarter basis • Managing teller team in day to day activities such as: workflow scheduling, transaction approval, teller training/or teller supervision • Communicating with my team in order to prioritize tasks such as: supply ordering, foreign exchange services, and compliance tasks.



Dell Technologies

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Consumer Sales Representative

  • Jun 2007 - Jun 2008

  • Responsible for selling the company’s products and services via the telephone to Consumer Customers on a transactional basis • Taking inbound purchase requests generated by national advertising. • Identify, target, qualify, and close new business opportunities. • Professional handling of customer issues and complaints • Effectively utilize available tools and work closely with the necessary resources to meet sales objectives • Maintain and expand business relationships/market share with existing customers. Show less