Experience

Rehab Medical

• United States
• Medical Equipment Manufacturing
• 200 - 300 Employee

• Sales Representative

  • Mar 2023 - Present



Medical Sales College

• United States
• Higher Education
• 200 - 300 Employee

• Student

  • Sep 2022 - Dec 2022



Arkadios Capital

• United States
• Financial Services
• 1 - 100 Employee

• Operations Specialist

  • Jul 2020 - Aug 2022



Pierson Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Operations Analyst

  • Mar 2019 - Apr 2020

  •Opened and managed hundreds of accounts for dozens of new clients via several different investment platforms including Raymond James, Interactive Brokers, TD Ameritrade and Charles Schwab. •Integrated our clients’ info and holdings into a whole new CRM through Redtail which streamlined operations for our firm and made managing client correspondence much more efficient. •Bought and sold stocks, bonds, ETFs, and other funds at the request of clients. •Moved money for clients as needed via ACH, wire, bank transfer, etc. I also deposited checks daily. •Maintained over 200 client relationships as the main contact point via telephone in the office and provided investment advice as needed. •Provided excellent customer service and was accountable for ensuring that clients’ accounts complied with regulatory standards. For example, I was responsible for making sure every client over age 60 contributed enough money from their IRA at the end of the year to meet their RMD threshold and not be penalized by the IRS. •Conducted analysis on a multitude of investment models via Excel by calculating compound annualized return rates of numerous funds and comparing performance over various periods of time. Show less



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Advisory Operations Specialist

  • Jun 2016 - Aug 2018

  Raymond James is a Fortune 500 publicly traded financial services firm employing 12,500 associates primarily in the United States and Canada. The headquarters is located in St. Petersburg, Florida. My role as an AOS is to assist Financial Advisors on a wide variety of critical operational activities including brokerage account administration, addressing operational questions from Financial Advisors, auditing account transactions and fees billed to ensure compliance with agreement specifications and SEC regulations as well as completing various special projects. Throughout my tenure I've maintained extensive contact with internal customers and external contacts in order to identify, research and resolve problems. Some of my Essential Duties and Responsibilities include: • Answering calls and inquiries regarding fee based accounts. • Processing consulting contracts. • Coding accounts using back office systems. • Auditing fees submitted by branches. • Operating standard office equipment and using required software applications like Microsoft Excel, Access, Word, etc to produce correspondence, reports and electronic communication. Major accomplishments include: • Being one of two AOS's responsible for managing the implementation of major changes related to the new fiduciary rules put forth by the DOL which required significant adaptations to how Financial Advisors charged their clients fees and managed their accounts. • Exceeding targeted number of audits completed for all quarters in which I was involved. Show less



United Technologies

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Finance Intern

  • May 2015 - Aug 2015

  Facilitated the consolidation of multiple financial spreadsheets into one consolidated annual year-to-date sales statement. Completed in-depth analysis to calculate margins by product category for use in sales/marketing review meetings. Performed a variety of accounting administration functions including purchase order processing, accounts payable updates and accounting entries. This internship opportunity was gained through personal involvement in the INROADS organization. This organization required the attendance of several multiple-day leadership education programs in which many team-based, goal-oriented exercises were completed which provided knowledge and experience in regards to working with others within a professional organization in the business world. Show less



DICK'S Sporting Goods

• United States
• Retail
• 700 & Above Employee

• Golf Equipment Sales Associate

  • Jun 2013 - Aug 2013

  Responsible for providing excellent service to guests by assisting them with selecting golf equipment most suited for their skill level. Managed golf merchandise inventory levels. Responsible for unloading delivery trucks and organizing merchandise. Responsible for greeting guests and directing them based on their shopping interests. Responsible for providing excellent service to guests by assisting them with selecting golf equipment most suited for their skill level. Managed golf merchandise inventory levels. Responsible for unloading delivery trucks and organizing merchandise. Responsible for greeting guests and directing them based on their shopping interests.



Capital City Golf Club

• Atlanta, Georgia

• Assistant Club Manager

  • Jun 2011 - Jun 2012

  Responsible for maintaining the golf course including organizing the practice facilities and general golf course maintenance. Assisted club members with a myriad of services including providing golf carts, handling golf equipment, and addressing questions/concerns. Responsible for maintaining the golf course including organizing the practice facilities and general golf course maintenance. Assisted club members with a myriad of services including providing golf carts, handling golf equipment, and addressing questions/concerns.