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Work Background
Spectrum Wellth and Real Estate | Five Rings FinancialWealth Strategist
Nov. 2018• Provides seamless client support across real estate and financial services, managing intake, scheduling, and communications with professionalism, confidentiality, and efficiency.
• Cultivates strong, lasting client relationships through attentive communication, trust-building, and strategic follow-ups that support lead nurturing and successful lead conversion.
• Coordinates calendars, appointments, and daily workflows across multiple platforms, ensuring timely responses and clear scheduling for all stakeholders.
• Prepares, reviews, and processes complex client files, contracts, and financial documentation with accuracy and confidentiality.
• Manages inbound/outbound marketing efforts via CRM platforms, social media, phone, and email to support client acquisition and retention goals - including lead tracking, content distribution, and client segmentation.
• Oversees administrative and operational tasks such as expense tracking and data organization, ensuring efficient workflows in remote environments.
• Demonstrates strong negotiation skills across both financial planning and real estate transactions, securing favorable terms and guiding clients with confidence and clarity.
• Effectively balances multiple high-stakes transactions and responsibilities, meeting deadlines and delivering results under pressure while maintaining quality and composure.
• Exhibits strong written and verbal communication skills when interfacing with clients, vendors, and internal teams.
• Founded and operates a multi-service business, Spectrum Wellth, blending financial services with a full suite of real estate to serve a diverse clientele with their various needs since 2018.
Oscar HealthCare Guide
Mar. 2018 - May. 2019• Effectively communicated with members to assist in navigating the complexities of the healthcare system, showcasing strong communication skills addressing inquiries and resolving issues.
• Coordinated care across various settings - phone, email, and live chat - while maintaining strict confidentiality and professionalism.
• Provided support for escalated issues, demonstrating adaptability and the ability to manage sensitive situations.
• Educated customers on additional coverage options, enabling informed decisions that align with their needs and preferences.
J.P. Morgan Chase | Merchant ServicesSenior Specialist III (Assistant Supervisor)
Jan. 2014 - Mar. 2018• Continuously monitored department operations across three different sites in three different time zones, including call volumes, service levels and specialists' off the phone work activities to maintain optimal department performance.
• Reported performance proficiencies and emerging training needs identified via call tracking and analysis.
• Assisted with recruiting and hiring by participating in interviews and providing candidate evaluations.
• Handled escalated customer inquiries, demonstrating strong communication and problem-solving skills essential for managing customer complex concerns, including emergencies or special needs.
ACE GlobalAssistant Supervisor
Sep. 2010 - Jan. 2014• Continuously monitored on-site and remote department operations, including call volumes, service levels and specialists' off the phone work activities to maintain optimal department performance.
• Reported performance proficiencies and emerging training needs identified via call tracking and analysis.
• Assisted with recruiting and hiring by participating in interviews and providing candidate evaluations.
• Handled escalated customer inquiries, demonstrating strong communication and problem-solving skills essential for managing customer complex concerns, including emergencies or special needs.
Tenney CateringSupervisor
Jun. 2007 - Sep. 2010• Managed multiple simultaneous events by prioritizing tasks, delegating responsibilities, and coordinating logistics to ensure flawless execution.
• Directed and managed catering teams of up to 12 staff to ensure efficient service and high-quality event execution for weddings, corporate events, and private parties.
• Trained and mentored catering team members in best practices for food handling, customer service, and presentation, leading to consistently positive client feedback.
• Maintained strict adherence to food safety and sanitation standards, achieving a spotless health inspection record.
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