(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Talented Registered Client Associate focused on building strong relationships with high-net-worth clients and supporting brokers and advisors for business growth. Attentive to detail and accuracy in funds transfers, trades, and transactions. Fosters positive support to firm business growth and success.

  • Wealth Management
  • Investment advice
  • Education funds
  • Retirement needs
  • Insurance decisions
  • Financial planning
  • Stock market understanding
  • Mutual funds
  • Excellent work ethic
  • Data management
  • Critical thinking
  • Conflict resolution
  • Good telephone etiquette
Lynn University Boca Raton, FL Expected in MBA : International Marketing - GPA :
Florida Atlantic University Boca Raton, FL Expected in 12/2015 Bachelor of Arts : International Business Management - GPA :
Palm Beach State College Boca Raton, FL, Expected in 12/2012 Associate of Arts : Business Administration And Management - GPA :
  • Series 7 License - 2021
  • Series 66 License - 2021
Work History
Brown Brothers Harriman - Client Associate
Chicago, IL, 10/2017 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records.
  • Organized securities sales and purchases on behalf of customers and companies.
  • Responsible for International Affluent and Ultra High Net worth clients where I serve as the point of contact for all transactions and matters in regards to their accounts.
  • Identify client opportunities and offer array of products and services within the banking and brokerage suitable to fulfill client’s needs and goals.
  • Daily account management by assessment and maintenance of client’s portfolio and report generating.
  • Identify transaction patterns and prevent fraudulent attempts against client’s accounts and personal information.
  • Established lending/credit/CFX facilities for purpose and non-purposed loans for real estate investments, operating capital, letters of credit, and increase of purchasing power by pledging assets to increase investment portfolios.
  • Conferred with customers to assess market fluctuations and correct account problems.
  • Leveraged knowledge of stock prices and trending changes to optimize collateral approaches.
Atrium Health - Buyer Specialist
Forest City, NC, 08/2015 - 08/2017
  • Prepared all periodic purchasing and supply reports, verifying supply and establishing professional connections with vendor representatives.
  • Maintained appropriate inventory levels based on management direction and customer demand.
  • Analyzed and reviewed reorder report recommendations for daily and weekly replenishment, making recommendations on product offerings based on consumer data.
  • Administered purchase order processes and placed orders as requested, streamlining ordering process and receipt organization for future reference.
  • Analyzed bids, troubleshot discrepancies and performed other necessary purchasing functions, managing balanced budget and supporting customer satisfaction.
  • Sourced new vendors in effort to boost range of products offered in store locations while reducing costs through strategic contract negotiations.
  • Communicated with suppliers to negotiate best pricing on apparel and accessories.
  • Negotiated and purchased appliances, small appliances and electronics directly from top manufacturers (Whirlpool, Oster, GE, Electrolux, LG, Samsung, Cuisinart, Sony, etc.).
  • Traveled internationally two times per year to Wanzhou, China to lead manufacturing process of five new production lines for brand BM.
  • Managed the supply chain process for appliances & electronics for over $10,000,000 in inventory each quarter and managed daily inventory set up.
  • Directed and organized international transportation of inventory to maximize efficiency from various ports in China to USA, Panama and Venezuela.
  • Benchmarked competitors & sourced new distributors to diversify the product portfolio selection for a competitive advantage.
Dewberry - Marketing Intern
Leesburg, VA, 01/2015 - 08/2015
  • Provided administrative support to senior staff, including creating proposals and organizing documentation.
  • Collaborated with team members to help expand marketing channels.
  • Contributed to relevant blogs, conferences and events both in-person and online to increase brand awareness.
  • Handled all media and public relations inquiries, posted open positions on company and social media websites.
  • Designed and organized electronic file systems and maintained electronic and paper files.

    • Top 59 in 2018-2019 and 2020 of the top 100 Client Associates Responsible Service Growth Program at Merrill Lynch.

    • Led negotiations concerning the purchase and import of new appliance lines for retail chain stores DAKA located in Venezuela at the “Canton Fair in 2016”.

  • Rotary International

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School Attended

  • Lynn University
  • Florida Atlantic University
  • Palm Beach State College

Job Titles Held:

  • Client Associate
  • Buyer Specialist
  • Marketing Intern


  • MBA
  • Bachelor of Arts
  • Associate of Arts

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