Wholesale Account Manager

• Mar 2019 - Present

• Develops like-minded partnerships• Supports partners with coffee educational and technical needs• Consults on cafe layouts, coffee programs, equipment, menus, & budgets• Researches the market and industry to innovate the wholesale program• Utilizes sales data to manage and service existing accounts • Develops like-minded partnerships• Supports partners with coffee educational and technical needs• Consults on cafe layouts, coffee programs, equipment, menus, & budgets• Researches the market and industry to innovate the wholesale program• Utilizes sales data to manage and service existing accounts

Barista

• Nov 2018 - Mar 2019

Barista

• Jan 2017 - Nov 2018

Investment Service Associate

• Jan 2017 - Nov 2017

• Provided customer service to client inquiries regarding their investments• Enhanced client relationships conducting discovery to identify underlying needs• Investigated, researched, and analyzed customer requests• Reduced financial risk by thoroughly reviewing transaction requests• Performed account maintenance, transactions, and administrative activities for clients • Provided customer service to client inquiries regarding their investments• Enhanced client relationships conducting discovery to identify underlying needs• Investigated, researched, and analyzed customer requests• Reduced financial risk by thoroughly reviewing transaction requests• Performed account maintenance, transactions, and administrative activities for clients

Logistics Coordinator

• Oct 2015 - Dec 2016

• Built and fostered carrier relationships through a logistics management system• Negotiated rates with carriers to achieve optimal margins using analytical approach• Managed transportation of materials in a timely manner for customer orders • Built and fostered carrier relationships through a logistics management system• Negotiated rates with carriers to achieve optimal margins using analytical approach• Managed transportation of materials in a timely manner for customer orders

Store Associate

• Jul 2014 - Sep 2015

• Responsible for training new employees• Providing quality customer service in a fast-paced casual dining environment• Maintained accuracy of individual cash register • Responsible for training new employees• Providing quality customer service in a fast-paced casual dining environment• Maintained accuracy of individual cash register

Financial Assistant

• Jun 2008 - Mar 2012

• Provided financial planning support and data in preparation for meetings, investment reviews, and financial plans• Created and updated asset allocations, life insurance charts, and Net Worth Statements• Assisted clients on a routine basis in navigating our wealth management system, eMoney• Followed up with both clients and brokers to make sure trades and paperwork were properly handled• Scheduled client meetings on behalf of adviser • Provided financial planning support and data in preparation for meetings, investment reviews, and financial plans• Created and updated asset allocations, life insurance charts, and Net Worth Statements• Assisted clients on a routine basis in navigating our wealth management system, eMoney• Followed up with both clients and brokers to make sure trades and paperwork were properly handled• Scheduled client meetings on behalf of adviser