Financial Professional and dedicated relationship manager with experience in both a retail banking and lending environment as well as investment products and sales.
Highlights
FINRA Series 7 License
NASAA Series 66 License
SAFE Registered NMLSR ID: 1229203
NY State Life Insurance License
Education
Clemson UniversityClemson, South CarolinaExpected in December 2012 – –B.A:Economics - GPA:
Economics
Experience
Cb&S Bank - Licensed Personal Banker and Brokerage Associate Verona, MS, 06/2014 - Current
NY State Life Insurance Agent, SAFE Registered NMLSR ID 1229203.
Help find suitable products and services for high value clients including referrals to Wells Fargo Partners that span several lines of business.
Primary objective included identifying investment opportunities and acquiring new assets for Financial Advisor partners.
Barn Sanctuary - Financial Advisor Chelsea, Mi, 05/2013 - 06/2014
FAIT Program Grad, Licensed Financial Advisor-Current Series 7 & 66.
Worked as junior Advisor on a team led by a First Vice President of Investments within the Private Client Group.
Primary responsibilities included new client acquisition and on boarding.
Pacific Western Bank - Social Media/Marketing Intern Pasadena, CA, 08/2012 - 11/2012
Managed and maintained social media outlets for a non-profit boy's home.
Created new social media platforms to attract future volunteers and potential donors
Worked closely with the board of the Group Home to communicate more effective strategies to gain exposure for the cause
GrandSouth Bank - Bank Teller City, STATE, 04/2012 - 07/2012
Acquired customer service skills in dealing with bank customers on a personal and daily basis.
Became well versed in bank products and operations
Assisted lead teller with compliance responsibilities
GrandSouth Bank - Intern in Bank Operations City, STATE, 04/2011 - 07/2011
Learned and utilized several computer and office-related skills by shadowing head of Operations in the bank's Corporate Office.
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