Experience

Clarify Capital
• United States
• Financial Services
• 1 - 100 Employee
• Senior Funding Advisor

  • May 2021 - Present


FM International Services (NY), Ltd.

• United States
• Financial Services
• 1 - 100 Employee

• Junior Pension Administrator

  • Dec 2018 - May 2021

  • Maintain available lines of communication with clients and plan members to service any and all requests • Facilitate recordkeeping and execute all transactions (contributions, withdrawals, & transfers) in and out of assigned plans • Handle purchases and redemptions of holdings in mutual funds across all plans to satisfy transaction requests • Monitor day-to-day plan transactions to prepare monthly/quarterly plan portfolio valuations and client statements • Assess and process quarterly plan fees based on plan asset size and number of participants Show less



All Pro Sports Academy

• United States
• Recreational Facilities
• 1 - 100 Employee

• Instructor

  • Dec 2016 - Jan 2019

  • Coordinate internal operations and facilitate business transactions • Manage new and existing client relationships; serve as a liaison between parents, coaches & instructors • Provide organizational guidance and hands-on training to refine the hitting, pitching and fielding mechanics of all clients • Coordinate internal operations and facilitate business transactions • Manage new and existing client relationships; serve as a liaison between parents, coaches & instructors • Provide organizational guidance and hands-on training to refine the hitting, pitching and fielding mechanics of all clients



Canaccord Genuity Inc.

• Canada
• Financial Services
• 700 & Above Employee

• Intern

  • May 2016 - Aug 2016

  • Consistently updated a client database to prioritize new sales opportunities and overall revenue growth • Attended daily meetings pertaining to the company’s position on current market trends • Assisted in data analysis and reporting across sales, trading & research • Monitored trends in the market as they related to certain consumer factors • Consistently updated a client database to prioritize new sales opportunities and overall revenue growth • Attended daily meetings pertaining to the company’s position on current market trends • Assisted in data analysis and reporting across sales, trading & research • Monitored trends in the market as they related to certain consumer factors