Requests
0
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Wolters KluwerSr. IT Business Relationship Manager
Jan. 2022 - Feb. 2025Sr. IT BRM responsible for converging global business unit strategy and Global Business Services (GBS).
PaylocityGovernment Relations-Tax Project Manager
Jul. 2019 - Jan. 2022Remote
Record UnionA&R
Apr. 2017 - Jan. 2022Stockholm, Sweden
SunTrust Investment Services, Inc.Financial Advisor Associate
Jul. 2016 - Mar. 2018SunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of investment management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs. • Advises clients with focus on analyzing goals, objectives and priorities, including risk tolerance. • Analyzes the current state of a client’s finances and provides a plan to help accomplish their goals. • Determines which investment solutions best meet the client's needs. • Provides ongoing monitoring and advice.
SunTrustPersonal Banker
Nov. 2014 - Jul. 2016Develop new and manage existing book of business, ensuring all transactions and practices comply with banking regulations and SunTrust Code of Conduct. Independently drive business results by leveraging consultative selling strategies. Mitigate risks to SunTrust by accurately analyzing consumer credit, small business, and household finances in order to make suitable financial recommendations to remedy expressed and unexpressed problems or attain planned wealth goals. Effectively coordinate and communicate with line of business partners including Financial Advisers, Private / Premier Bankers, Business Bankers & Product partners such as First Data Merchant Services Reps.
First Data Corporation / SunTrustBusiness Consultant
Jul. 2014 - Nov. 2014Northern VirginiaProvide strategic and operational business strategies to small and mid sized businesses. Manage the strategic alliance between First Data and Sun Trust Bank branches in Northern VA. Providing Business Managers and Merchants with data systems that support decision making processes and driving business results.
ProsuranceManaging Agent
Mar. 2014 - Sep. 2015Vienna, VALead recruitment and organizational development for Prosurance's operations in Northern and Central Virginia. Drive business results by providing leadership and practice management. Consult and educate existing and prospective clients on financial loss mitigation strategies. Coach and assist families in their decisions when developing family insurance, financial, and estate plans.
New York Life Insurance CompanyInsurance Agent / Financial Services Representative
Mar. 2013 - Mar. 2014Vienna, VAProvide individuals and small businesses with strategies to achieve financial objectives by utilizing proprietary insurance and financial services products. Develop and maintain a book of New York Life Insurance Company business while prospecting daily and meeting company imposed sales goals.
Internal Revenue ServiceRevenue Officer
Jun. 2009 - Apr. 2013Washington D.C. Metro AreaSmall business / self employed tax management and compliance enforcement. Develop tax compliance strategies by analyzing business and household revenue streams and determining best actions in accordance with the internal revenue code for achieving financial goals and full tax complaince.
ICF InternationalGrant Analyst
Jan. 2008 - Jan. 2008
US NavySpecial Warfare Combat Crew Member / BM-1 / E-6 / SW / PARA
Jan. 1992 - Oct. 2002Norfolk, Virginia AreaService Disabled Veteran proudly served and honorably discharged. Excelled to the rank of BM-1 and served as a Special Warfare Detachment Lead Petty Officer at Special Boat Team - 20. Trained, led, and motivated special operation detachments during various military campaigns. Planned and skillfully coordinated special operations across the spectrum of S.O.F forces, U.S. federal agencies, and foreign military forces. Commands: USS White Plains AFS-4; Special Boat Unit - 11; Special Boat Team - 20.
Intch is a Professional Networking App for the Future of WorkSee more people like Shellie on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
1131093 people
21
CEO / Leadership Coach / Career Strategist / Instructional Designer / Curriculum Consultant @ Expanding Leaders
15
Project Manager, Consultant
15
Production Assistant
108153 people
15
Production Assistant
15
Business Development Manager @ Lewis Stevenson Office Solutions
15
Consultant for construction project management and construction company turnaround. @ Self Employed