•Responsibilities included providing support in all aspects of client facing interactions including training, implementation, product support, and relationship management during period of rapid expansion. •Liaised directly with financial advisor customer base to understand underlying issues and needs; analyze, troubleshoot, triage, and document findings during data aggregation, implementation, and reconciliation processes•Partnered with product development to enhance current systems and drive product expansion into new markets•Managed existing client relationships while proactively identifying and pursuing growth opportunities to ensure clients receive maximum utility from ByAllAccounts product suite

•Served as primary point of contact for all financing, investment, and account servicing needs of Private Wealth Management client base with over 1.5 billion in assets under management•Established and maintained client relationships; identified cross-sell opportunities to generate leads for Bankers and Capital Advisors•Interfaced with clients to facilitate account and product inquires, maintenance requests, and transactions including credit draw downs/pay downs, money movement, DTC security transfers, restricted/physical stock conversion, and charitable gift requests•Excelled in a fast paced, team-oriented environment; demonstrated excellent communication skills with front, middle, and back-office teams to provide exceptional service to clients

• Analyzed and evaluated health care claims to signify problematic trends within major corporations • Implemented and revised multiple wellness programs which resulted in the reduction of increasing healthcare costs across various companies• Interpreted the success and return on investment of company executed wellness programs through extensive data analysis

• Assistant to Senior Vice President and associates for a Top Ten revenue producing team• Modeled and generated performance data for financial advisors, providing added information and value regarding investment decisions • Updated earnings and cost basis for over 130 client accounts, prepared reports and presentations for the evaluation of client portfolios

•Strategized, examined, and maintained database of prospective sponsors, donors, and leads.•Conceptualized and developed promotional materials which resulted in the acquisition of new sponsors, donors, and funds. •Represented the Arnold Palmer Golf Management Association in the coordination and event management of the professional golf tournament which raised over a million dollars for charity.•Serves as key liaison to internal and external partners in planning and implementing the Charitable Golf Tournament and Charities initiatives.