Professional Experience
Results Across
Multiple Industries
Work History
Professional Experience
Client Service Specialist
Charles Schwab
- Supported onboarding and servicing of brokerage and investment accounts while ensuring compliance with financial regulations and firm policies.
- Assisted clients with financial transactions, account maintenance, and platform navigation, delivering high-quality support throughout.
- Collaborated with licensed financial advisors to resolve complex client account issues and maintain service efficiency.
- Maintained branch-specific data for regulatory compliance and accuracy; utilized data for wealth management event planning and discovery outreach.
- Managed client outreach with the goal of discovering and consolidating outside assets — branch AUM increased by $80 million during tenure.
Director of Operations
Palm Beach Watch & Diamond Co.
- Managed daily financial operations including billing, invoicing, and payment reconciliation to maintain accurate financial records.
- Digitized the business from paper to online — built a CRM and invoicing system that increased immediate production efficiency by 20%.
- Maintained inventory and insurance for high-value luxury goods, including timepieces valued over $50,000.
- Analyzed operational and financial data to improve workflow efficiency and overall business performance.
- Coordinated with vendors, jewelers, watchmakers, and high-net-worth clients to ensure seamless operational management.
- Handled all shipping logistics and record management via Excel, including backdating previous business records.
Sales & Marketing Account Executive
Consumr Buzz
- Managed client accounts and sold digital marketing solutions including SEO, digital advertising, web design, and social media management.
- Conducted business performance analysis to identify growth opportunities for small and mid-sized businesses.
- Built and maintained strong client relationships while managing onboarding and service implementation.
- Monitored campaign performance metrics and recommended strategic improvements to maximize results.
Lead Sales Associate
Prime Health Insurance Affiliates
- Consulted clients on health insurance plans by analyzing financial needs and recommending appropriate coverage solutions.
- Managed the full sales lifecycle — lead qualification, plan education, enrollment, and ongoing policy support.
- Trained and mentored new sales agents on insurance products, compliance requirements, and sales strategies.
- Refined agency workflows and enhanced operational efficiency to improve sales process performance.
Academic Background
Education
Bachelor of Business Administration — Finance
Florida Atlantic University
Boca Raton, FL · Expected May 2026 · GPA: 3.0 / 4.0
Core Focus Areas
Financial Analysis · FP&A · Modeling · Reporting
Excel modeling · Power BI dashboards · Financial statement analysis · Investment analysis
Credentials
Licenses & Certifications
Securities Industry Essentials (SIE)
Florida 2-15 Health, Life & Annuity License