Experience

Prudent Financial Solutions, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Sales Consultant

  • May 2022 - Present

  Analyzed client’s financial information to determine personalized best course of action. Worked cross functionally with the back office to broker deals with multiple financial institutions. Trained new hires in getting up to speed with company expectations regarding our consulting services. Diligently attended client needs around the clock to provide peace of mind as well as ensure financial success. Analyzed client’s financial information to determine personalized best course of action. Worked cross functionally with the back office to broker deals with multiple financial institutions. Trained new hires in getting up to speed with company expectations regarding our consulting services. Diligently attended client needs around the clock to provide peace of mind as well as ensure financial success.



My Susu Inc.

• United States
• Financial Services

• Human Relations Management

  • Mar 2021 - Aug 2021

  Built investor confidence and belief in the company’s vision and strategy for delivering shareholder value. Created and managed a strong reputation by demonstrating consistent and clear communication between internal and external parties. Managed equity research and investor relationships. Provided insights on market activity and presented them to the leadership team. Created and delivered weekly PowerPoint presentations with capital trend data visualizations. Served as the main point of contact for investor inquiries. Collaborated cross-functionally to continuously monitor and improve the investor inquiry process. Developed tools and processes which were leveraged by the team to build investor relations. Optimized search engines to improve user experience on mobile and web applications.