Serving as the initial point of contact for financial advisors for maintaining their clients’ separately managed accounts. Working directly with administration and reconciliation teams to process requests such as tax harvests, withdrawals, deposits, termination and set up of new accounts.

Working remotely through McAdam's Chicago office to connect with future and current graduates to provide information about current job listings at McAdam Financial, schedule interview rounds with management, and work directly under the Vice President and Recruiting Coordinator to enhance current job marketing strategies.

Working with Vermeer Credit Corporation based in the Vermeer Headquarters Corporate office where I was responsible for approving customers to purchase agricultural machinery on lines of credit, recording received documents necessary to loan financing and doing daily cash applications of customer payments to loans.