Experience

Align Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Client Service Associate

  • Jan 2022 - Present

  Atlanta, Georgia, United States



Stifel Financial Corp.

• United States
• Financial Services
• 700 & Above Employee

• Registered Client Service Associate - Stifel

  • Jan 2018 - Jan 2022

  Greater Atlanta Area



Fairfield Funding

• Financial Services
• 1 - 100 Employee

• Account Manager

  • Jun 2016 - Jan 2018

  Atlanta, Georgia My key responsibilities as Account Manager were client retention, lead generation, and investigative document retrieval in order to facilitate a successful, streamlined process for the transfer of structured settlements and annuities for clients.



Raymond James Financial, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Associate Vice President

  • Feb 2013 - Mar 2013

  Atlanta, GA Handled all day-to-day client service operations for financial advisors' client books. Provided financial advisors with analysis and due-diligence on equity positions. Assisted financial advisors while they were out of town by entering unsolicited trades.



Morgan Keegan & Co Inc

• Sales Associate

  • Jan 2007 - Feb 2013

  Atlanta, GA Handled all day-to-day client service operations for financial advisors' client books. Provided financial advisors with analysis and due-diligence on equity positions. Assisted financial advisors while they were out of town by entering unsolicited trades.



Bear Stearns & Co., Inc.

• Sales Associate

  • Jun 2003 - Jan 2007

  Handled all day-to-day client service operations for financial advisors' client books. Provided financial advisors with analysis and due-diligence on equity positions. Assisted financial advisors while they were out of town by entering unsolicited trades.



Prudential Securities

• United States
• Banking
• 1 - 100 Employee

• Registered Sales Assistant

  • Nov 1997 - Jun 2003

  Atlanta, GA Handled mostly all administrative tasks for financial advisors' client books. Assisted in entering trades for clients and reconciling to make sure all commissions were correct.



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Financial Service Representative

  • Jan 1997 - Nov 1997

  Atlanta, GA Worked for the InStore division of SunTrust, which includes the banks located inside Publix grocery stores. Duties included handling customer transactions and cross selling other bank products. Assisted in achieving branch growth goals, from deposits to investment referrals. Balanced cash items, teller over/short reports, savings bonds, and travelers checks, while adhering to proper procedures and policies.