Experience

Attentive

• United States
• Advertising Services
• 700 & Above Employee

• Customer Support Specialist

  • Sep 2023 - Present



Robinhood

• United States
• Financial Services
• 700 & Above Employee

• Advanced Services Representative

  • Oct 2021 - Jun 2023

  - Facilitated conversations with clients on various cases, such as login issues, complex equities, options and margin cases and retirement accounts via chat, email and phone - Took on an elevated role of working with the top 20% of active users to focus on customer retention and how we could improve the platform and products - Worked with my team and assisted other agents with complex issues and worked in a collaborative environment - Conducted Brokerage conversations daily regarding investment types and educated customers on what investments are available in Retirement and Brokerage accounts Show less



Bankers Healthcare Group

• United States
• Financial Services
• 300 - 400 Employee

• Associate Account Executive

  • Mar 2021 - Jul 2021

  - Pitched and sold various lending products and solutions to clients - Worked with various departments within the company to ensure client satisfaction on all accounts - Serviced and maintained a constantly revolving client base - Pitched and sold various lending products and solutions to clients - Worked with various departments within the company to ensure client satisfaction on all accounts - Serviced and maintained a constantly revolving client base



Thrivent

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Mar 2020 - Mar 2021

  - Assisted clients with their financial needs and investments - Acted as a fiduciary to all clients - Attended networking events and generated a book of business - Created financial structure for clients and offered recommendations for investments and investment practices - Assisted clients with their financial needs and investments - Acted as a fiduciary to all clients - Attended networking events and generated a book of business - Created financial structure for clients and offered recommendations for investments and investment practices



Huntington Financial Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Operational Support Specialist

  • May 2019 - Nov 2019

  - Assisted Financial Advisors with documents to ensure they were filled out correctly and were being routed to the correct department - Flagged any erroneous activity and raised the concerns to the Fraud team - Took lead on a project that involved filing paperwork into the proper systems, that had not yet been filed - Assisted Financial Advisors with documents to ensure they were filled out correctly and were being routed to the correct department - Flagged any erroneous activity and raised the concerns to the Fraud team - Took lead on a project that involved filing paperwork into the proper systems, that had not yet been filed