Experience

Bay Financial Associates

• Financial Services
• 1 - 100 Employee

• Advisor Support Associate

  • Mar 2019 - Present

  • Ongoing Investment Operational Support and Issue Resolution • Supports the Director of Compliance in daily processing of investment operations workflow • Onboarding and Transitional Support to new advisors and staff • Communicates with advisors to request documentation and information • Follow‐up with advisors on Compliance Requests Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC • Ongoing Investment Operational Support and Issue Resolution • Supports the Director of Compliance in daily processing of investment operations workflow • Onboarding and Transitional Support to new advisors and staff • Communicates with advisors to request documentation and information • Follow‐up with advisors on Compliance Requests Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC



loanDepot

• United States
• Financial Services
• 700 & Above Employee

• Marketing Coordinator

  • Feb 2018 - Nov 2018

  • Coordinated creative projects for loan officers, including product flyers and advertisements• Assisted loan officers across the country with troubleshooting in all marketing systems• Updated and maintained website and CRM data• Created and confirmed compliance for all loan officer marketing materials, including website and business cards• Travelled nationally for training and team building exercises• Software Skills: Salesforce, Data Loader, Total Expert, MS Office including Excel, Word, PowerPoint, Access, Microsoft Visio Show less

• Marketing Assistant

  • Sep 2016 - Feb 2018

  • Assisted loan officers with creating and maintaining compliant social media pages and profiles• Streamlined loan officer databases for transfer into CRM system• Coordinated client appreciation gift strategies for loan officers• Prepared for regulatory audits • Provided support recruiting and training of new employees

• Human Resources Generalist

  • May 2015 - Sep 2016

  loanDepot (formerly Mortgage Master)• Managed a digital document project of personnel files• Created job aids and updated operating manuals for training purposes• Worked closely with the department managers on various special projects



Polo Ralph Lauren

• 1 - 100 Employee

• Sales Associate

  • Nov 2014 - May 2017

  • Provide customer service and answer customer questions about products and merchandise • Create floor sets with new merchandise and replenish merchandise on sales floor • Monitor and assist customers in the fitting room • Provide customer service and answer customer questions about products and merchandise • Create floor sets with new merchandise and replenish merchandise on sales floor • Monitor and assist customers in the fitting room



TJ Maxx

• United States
• Retail

• Sales Associate

  • Jul 2011 - Aug 2014

  • Assisted customers and resolved any problems or complaints • Trained new associates on sales floor and customer service • Processed transactions averaging $2,000 per shift • Created displays with new merchandise and restocked merchandise on sales floor • Assisted customers and resolved any problems or complaints • Trained new associates on sales floor and customer service • Processed transactions averaging $2,000 per shift • Created displays with new merchandise and restocked merchandise on sales floor