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Work Background
Fisher InvestmentsPortfolio Evaluation Associate
Oct. 2023Tampa, Florida, United StatesDelivered tailored portfolio evaluations and investment strategy recommendations for high-net-worth clients, blending analytical insight with strong client communication to enhance satisfaction and retention. - Created customized portfolio analyses aligning investment strategies with client goals and market trends. - Partnered with cross-functional teams to ensure timely, accurate deliverables. - Converted raw operational data into Salesforce dashboards, improving visibility into client pipeline metrics. – Served as Monte Carlo Simulation Point of Contact (POC), training new hires on interpreting results, explaining probability-based projections, and clarifying system limitations to ensure accurate client communication and compliance with sales guidelines. - Served as Training Coordinator for the Florida office — onboarding and mentoring new associates through mock calls and process training. - Coordinated inter- and intra-office initiatives — leading social events, team communications, and department-wide potlucks.
Fisher InvestmentsHotline Specialist
Jun. 2022 - Oct. 2023Tampa, Florida, United StatesServed as the operational point of contact for the Tampa region, resolving complex service requests and ensuring smooth collaboration across departments. – Cleared 90+ weekly ad-hoc requests via phone and email while maintaining exceptional accuracy and efficiency. – Acted as liaison between Portfolio Management, Sales, and Client Services to streamline operational workflows. – Identified bottlenecks and supported service improvement initiatives to enhance turnaround times. – Recognized for reliability, responsiveness, and professionalism in managing high-value internal and client-facing needs.
Fisher InvestmentsClient Account Coordinator
Sep. 2021 - Oct. 2023Tampa, Florida, United StatesSupported the onboarding and service needs of clients with portfolios exceeding $500K, ensuring a seamless transition into firm management. – Reviewed and approved client documentation for accuracy and compliance with internal standards. – Coordinated directly with clients, custodians, and internal departments to resolve transfer issues efficiently. – Managed 70+ client relationships simultaneously, balancing precision and speed under high-pressure deadlines. – Cleared 150+ accounts for trading and facilitated $200M+ in asset transfers. – Recognized by leadership and clients for professionalism, clarity, and exceptional service.
Northwestern MutualFinancial Representative
Jan. 2021 - Jul. 2021Tampa, Florida, United StatesCollaborated with clients to understand their personal and financial goals, delivering tailored recommendations to support long-term growth and protection. – Conducted needs-based analyses to match clients with suitable investment and insurance products. – Built lasting client relationships through clear communication and goal-driven financial education. – Mentored five interns in professional development, prospecting, and client management best practices.
Gainesville Health & FitnessFront Line
Nov. 2019 - Jan. 2021Gainesville, Florida Area
Rudram Dance CompanyEmcee
Feb. 2018Tampa/St. Petersburg, Florida Area, St. LouisServes as the primary host and stage manager for Bharatanatyam productions, blending cultural storytelling, audience engagement, and live event coordination to bring classical art to life. – Acted as the communication bridge between the dance teacher, production team (lighting and sound), event staff, and performers to ensure seamless show flow. – Developed and deliver all emcee scripts independently, drawing from over two decades of Bharatanatyam training and performance experience. – Combined cultural knowledge, storytelling, and timing awareness to create engaging experiences for diverse audiences across multiple cities.
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