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Work Background
Club PilatesManager Club Pilates Downtown Jacksonville
Jan. 2022Jacksonville, Florida, United States
Club PilatesSales Lead Club Pilates Downtown Jacksonville
Sep. 2021 - Jan. 2022Jacksonville, Florida, United States
AngiLeadership Development Program
Jul. 2021 - Oct. 2021RemoteAngi (formerly HomeAdvisor) Leadership Development Program Q3
AngiOnline Marketing Consultant
Jul. 2020 - Jul. 2021RemoteFriendly and energetic sales professional skilled at uncovering and articulating client needs to provide problem resolutions. Highly effective in attracting new business, progressing relationships, and generating sales.
AK Farms LLCBusiness Development Leader
Jul. 2019 - Mar. 2020Mosca, CO-Cultivated and bolstered strong, professional client and investor relationships focused on improving sales.
-Developed new consultive strategies which effectively drove an increase in both relations and sales.
-Continually built new client business within markets by pursuing strategic targets.
-Examined and produced financial reports, helping to highlight areas of profit and loss.
Fidelity InvestmentsInvestment Solutions Representative
Jul. 2018 - Jul. 2019Denver, Colorado-Developed business opportunities through identification of client needs, increasing overall sales.
-Assessed individual clients' financial situations to develop strategic financial planning solutions.
-Delivered informational sales presentations for clients to help enhance relations.
-Utilized Salesforce CRM to identify new business opportunities, manage pipeline, and set appointments. Registered Investment Advisor Representative
Series 66 July 2018
Fidelity InvestmentsFinancial Representative Full Trader
Feb. 2018 - Jul. 2019Denver, Co-Consulted with customers to understand needs and provide exceptional service.
-Escalated customer satisfaction ratings by advocating for client interests and needs.
-Assisted with creating process improvements to reduce workloads and bolster efficiency. Excellence In Action Winner Q4 2017, Q1 2018
Leader's Choice
Dream Team Associate
Fidelity InvestmentsCustomer Relationship Advocate
Jun. 2017 - Feb. 2018Denver, Co
Capital Financial Group, LLCFinancial Services Professional
Sep. 2016 - Dec. 2016Chattanooga, Tennessee Area-Business development and planning representative internship for comprehensive financial planning group.
-Trained and mentored as a financial services professional.
-Cultivated new clients through networking and cold calling. Sandler Sales Training TN Life and Health
DaoCloudWellness Ambassador
May. 2015 - Oct. 2015Denver, CoIntern for emerging social wellness network, specialized in on the ground networking and expansion in the Greater Denver Area
Sewanee Community Health & Wellness HouseDirector
Apr. 2014 - May. 2015Sewanee: The University of the South
Perpetual MotionFundraiser
Aug. 2013 - May. 2014• Nicknamed the “Do-er” for high energy, get things done approach to overcoming road blocks
• Lead P.Mo’s most successful fundraising event, “P.Mo. Costume Sale”, raising over $200 for the organization
• Re-elected for a second term, April 2015-2016
University of the SouthStirling's Coffee House
Mar. 2013 - May. 2014
Camp Merrie-Woode, The Merrie-Woode Foundation, Inc.Mountaineering Staff
Jun. 2012 - Jun. 2014• All-girls summer camp, 3wk, 5wk, and 2wk long sessions; Adventure Staff Counselor responsible for the well-being of campers of all-ages in high-risk situations to both challenge and encourage growth and confidence
• Advanced Wilderness First Aid Certified - 72 hour course on back country medical emergency procedures
• Specialties: Leading trips in rock climbing and backpacking, gear and food distributions, general outdoor knowledge educator, Leave-No-Trace
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