Account Executive

• Feb 2022 - Present

Account Coordinator

• Nov 2021 - Feb 2022

Trade Support Associate II

• Oct 2017 - Nov 2021

•Provided operational support to traders and financial advisors to ensure an efficient trade flow from front to back office on a high volume of transactions •Maintained reporting and transactions of municipal bonds, corporate bonds and unit investment trusts ensuring timely reporting and settling of trades •Identified operational improvements to increase efficiency of the department •Reviewed and addressed issues raised by support areas and advisors •Provided operational support to traders and financial advisors to ensure an efficient trade flow from front to back office on a high volume of transactions •Maintained reporting and transactions of municipal bonds, corporate bonds and unit investment trusts ensuring timely reporting and settling of trades •Identified operational improvements to increase efficiency of the department •Reviewed and addressed issues raised by support areas and advisors

Sales Chair

• Apr 2015 - Apr 2017

• Helped bring a nationally known conservation organization to the University’s campus by organizing fundraisers and annual banquets • Coordinated multiple shirt sales to students and other campus organizations to raise funds, as well as planning and executing fundraising events at local restaurants and bars • Secured donations from local businesses to sponsor the annual banquets by donating items and experiences to auction or raffle off • Helped bring a nationally known conservation organization to the University’s campus by organizing fundraisers and annual banquets • Coordinated multiple shirt sales to students and other campus organizations to raise funds, as well as planning and executing fundraising events at local restaurants and bars • Secured donations from local businesses to sponsor the annual banquets by donating items and experiences to auction or raffle off

Financial Representative

• Aug 2016 - Nov 2016

• Contracted with Florida’s top investment and wealth management advisors to provide high quality consulting opportunities •Assisted clients in addressing their financial needs and goals, coming up with exciting and relevant long-term solutions •Prospected and identified target clients to build the foundation for long term partnership while developing a deep understanding of client needs • Contracted with Florida’s top investment and wealth management advisors to provide high quality consulting opportunities •Assisted clients in addressing their financial needs and goals, coming up with exciting and relevant long-term solutions •Prospected and identified target clients to build the foundation for long term partnership while developing a deep understanding of client needs