Experience

• 

  BTS Asset Management

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Regional Director

    • Feb 2022 - Present

  • Advisory Service Consultant

    • Dec 2017 - Feb 2022

  • Client Account Manager

    • Jul 2016 - Dec 2017

• 

  John Hancock Financial Services

  • Portsmouth, New Hampshire

  • Broker/Dealer Operations Associate

    • Feb 2015 - Jun 2016
    • Portsmouth, New Hampshire

    • Created new accounts for acquired representatives and their book of business• Followed up on requests such as transfer of assets, periodic distributions, and representative reassignment• Managed day to day responsibilities including establishing new brokerage accounts, the maintenance of firm’s books and records, and the quality control review of money movement transactions• Assisted with the acquisition of TransAmerica Financial Advisors using dual account entry to transfer old Pershing accounts to new SII Pershing Accounts.

• 

  BRICK POINT PROPERTIES

  • Lifeguard

    • May 2010 - Aug 2014

    • Trained newly hired employees, advising and teaching necessary duties and procedures• Enforced policies of the 500 unit complex, using superb communication and leadership skills• Administered first aid & rescue of distressed persons using learned techniques (CPR certified)

• 

  JOHNSON O’HARE

  • Sales Merchandiser

    • Dec 2013 - Jan 2014

    • Developed relationships with store personnel to convey product authorizations• Efficiently worked as part of team executing precise shelving schematics to appeal to consumers throughout several grocery chains