Requests
6
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Network Power<100 people
Roles
✨50%
Business Owner
📝50%
Influencer or Blogger
🧨50%
Consulting
Geos
🇺🇸50%
United States
Work Background
Morgan StanleySenior Registered Client Service Associate
Aug. 2021Sarasota, Florida, United StatesSERIES 7/SERIES 66 Certification * Facilitates client profiling and onboarding for multiple teams.
* Opens new accounts and facilitates fund transfers through multiple channels.
* Fulfills client orders on specific portfolio items.
* Assists clients with account related digital platform adoption.
* Coordinates domestic and international wire transactions.
* Provides ongoing new hire training.
Merrill LynchWealth Management Client Associate
May. 2018 - Apr. 2021Florence, Alabama* Maintained client and prospect engagement system.
* Initiated client onboarding, including client digital experience.
* Facilitated new hire training.
* Managed day-to-day business operations at the branch office, including overseeing cashiering functions and reporting for audits.
* Maintained team website.
* Managed daily FA items including business expense reporting and scheduling.
* Handled daily on demand client transactions.
* Initiated mortgage and private business referrals within the firm.
Green Valley Recycle, LLCOwner/Manager of Operations
Apr. 2015 - Nov. 2018Florence, Alabama Areahttp://greenvalleyrecycle.com * Managed and maintained clients of residential curbside recycling pickup company. * Implemented self-established communication strategy for the improvement of quality issues in servicing residential customers. * Received reports on changes in standards and performance and established necessary response system to resolve the changes. * Managed and maintained website and social media content and handled all aspects of relative QuickBooks reports and billing.
Hamilton Group FundingMortgage Loan Originator
Dec. 2014 - Nov. 2017Florence, Alabamahttp://hgfloans.com *Worked as a loan originator and loan adviser at the Florence branch of the parent company to advise clients on loan products.
*Collaborated with the branch manager, the processing and the closing department to ensure a successful, timely closing.
*Negotiated competitive pricing with the lock desk. *Handled Conventional, FHA, USDA and VA loans.
*Converted long term prospects to clients and retained a relationship with them post-closing, resulting in multiple referrals.
Frenchman's Reserve Country ClubAssistant Manager
Dec. 2007 - Mar. 2009Palm Beach Gardens, FloridaManaged day to day operations of fitness center to include accounting and scheduling activities.
Bunch & JamesLegal Assistant
Nov. 2005 - Aug. 2007Florence, AlabamaManaged the Drug Litigation section of a regional law firm, including facilitation of day to day operations and scheduling of over 300 cases spanning 3 major pharmaceutical companies and 10 products.
ForRent.comAccount Management Specialist
Aug. 2005 - Nov. 2005Norfolk, VirginiaMaintained existing accounts as well as sold new accounts for internet based rental listing.
Glasser & GlasserLegal Assistant
Apr. 2005 - Aug. 2005Norfolk, VirginiaDeveloped and implemented new file evaluation system substantially increasing attorney's ability to efficiently review and evaluate potential cases.
Motley RiceLegal Assistant
Sep. 2004 - Mar. 2005Mount Pleasant, South CarolinaReviewed and analyzed damages for several hundred people involved in special type of drug class action law suit, as well as conducted correspondence between the clients and the firm.
Bunch & JamesLegal Assistant
Jan. 2001 - Jan. 2004Florence, Alabama
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