Basic understanding of HTML/CSS and continuing coding courses
Proficiency of Microsoft Office- Excel, Word, PowerPoint & Access, Adobe Products, Salesforce
Diligent problem solving, creative, and strategic thinking abilities in both individual and team situations
11/2015 to Current
Investment ConsultantVanguard － Malvern, PA
After about a year in my previous role at Vanguard, I was promoted to a similar position dealing with higher net worth clients.
I now act as a single point of contact for clients that are looking to bring additional assets to Vanguard, and who are interested in partnering with our financial advisors for portfolio management.
My goal is to have a consultative conversation with our prospects or clients to get a holistic understanding of how we could be a fit for their financial aspirations.
I was specifically selected to be a part of a new Innovation team within our department due to my conceptual thinking skills and high level of engagement.
Innovation, or iTeam, members are responsible to create, pitch, and implement new ideas that we think will better the business model.
Worked directly with management to review our metric system, on how employees performance should be measured.
Remained within the top 5 associates in our department for most assets brought into Vanguard for consecutive months in a row.
04/2014 to 11/2015
Investment SpecialistVanguard － Malvern, PA
For my first role at Vanguard, I was responsible for helping new and existing clients bring outside assets to Vanguard.
I became a specialist of IRA and brokerage account transfers, employer plan rollovers, and investment suitability.
I provided most clients with enhanced guidance conversations around general investment philosophy, all the way up to technical aspects of mutual funds and ETFs.
Developed into a licensed securities broker by passing my Series 7 & 63 exams.
Took on the role of the needs analysis expert for my team and created job aids to help guide our consultative sales conversation.
Was asked to assist with Change Management initiatives to liaison between management and crew so we were identifying opportunity areas to communicate changes that were to come within the department.
08/2012 to 11/2013
Business Development ManagerMarlin Business Bank － Mount Laurel, NJ
At Marlin, I partnered with small to medium size businesses to provide access to creative financing options for their clientele.
This position consisted of, mostly, cold calling to build a book of business.
It was important to understand the role of the bank within the small business sector, and how we could be a fit with multiple sales models in a variety of industries.
Closed the largest single deal of the year for over $300,000 on a monthly goal of $150,000.
Identified and secured new business opportunities in accordance with sales and marketing plans to expand company pipeline.
Effective delivery of webinars and product demonstrations to ensure prospective client satisfaction and full understanding of company offerings.
Education and Training
B.S: Business Administration, MarketingLa Salle University － Philadelphia, PABusiness Administration, Marketing Due to my education and professional background, I am confident that I can be a great fit in any role for a future employer. Although I was a marketing major, and had no idea that I would end up in the finance industry, I've grown to be more and more curious about all things financial. By obtaining my CFP® designation, I have been able to broaden my knowledge of not only personal finance but also economics, the global environment, government policy, and mass psychology. This has heightened my understanding of how things work on a macro & micro scale. With that said, all employers should know that my intentions are not to stay put in a comfortable position, but to influence positive growth and change in any company that I work for.