Sales and product specialist

• Mar 2023 - Present

I help investors and advisors understand the impact their investments have from a biblical perspective and show them how to change the world while investing. I help investors and advisors understand the impact their investments have from a biblical perspective and show them how to change the world while investing.

Financial Services Associate

• Dec 2022 - Mar 2023

Registered Customer Experience Representative

• Apr 2022 - Oct 2022

This role consisted of answering inbound customer inquiries through phone, email and chat channels. As a member of the after hours equities team, my primary responsiblity was to answer questions regarding equities trading, margin investing, and options contracts. Success in this position was measured by a variety of factors including call handle time, NPS scores, and customer surveys. This was an entirely work from home position This role consisted of answering inbound customer inquiries through phone, email and chat channels. As a member of the after hours equities team, my primary responsiblity was to answer questions regarding equities trading, margin investing, and options contracts. Success in this position was measured by a variety of factors including call handle time, NPS scores, and customer surveys. This was an entirely work from home position

Financial Advisor

• Oct 2019 - May 2022

Harbor Investment Advisors is a team of world class financial professionals that deliver exceptional customer experience through financial advising. Senior partner Ed Klein has over 37 years experience with portfolio construction and asset management. We specialize in advising business owners in the construction and management of retirement plan assets. With a mission of helping individual investors achieve financial success, we pride ourselves in the quality of work we deliver. Harbor Investment Advisors is a team of world class financial professionals that deliver exceptional customer experience through financial advising. Senior partner Ed Klein has over 37 years experience with portfolio construction and asset management. We specialize in advising business owners in the construction and management of retirement plan assets. With a mission of helping individual investors achieve financial success, we pride ourselves in the quality of work we deliver.

Licensed Relationship Manager

• Mar 2017 - Oct 2019

The licensed relationship manager role is comprised of all personal banker tasks with the addition of the FINRA series 6/63 securities licenses. This role has a focus on investment sales and developing trusted relationships with investment grade clients. Demonstrating above and beyond the average customer service role and providing a suite of financial solutions for even the most complex of needs. This role required mining and developing a book of business from existing bank clients as well as walk in clientele. A common mantra was "turning service into sales" as a high percentage of appointments were serviced based and presented opportunities to deepen relationships between the client and the bank. Show less

Personal Banker/ Small Business Specialist

• Dec 2015 - Mar 2017

The personal banker role embodied service and sales and had a variety of daily functions. Managing an accurate cash box as a back-up teller, opening new accounts for walk-in customers, and completing service tasks for existing clients. A major focus of this position was to educate clients on self service banking channels such as mobile and online banking in order to save clients and the company time and money. This role measured success in year over year production on a branch level as well as individual. During my time in the role, I lead this branch to the #1 position in year over year growth for mobile and online activations in the country. This was the primary metric for success within JP Morgan Chase bank and is something I am very proud of. Show less