As the founder and managing member of CareerSync, I’ve spent the last five years shaping careers and connecting exceptional talent with forward-thinking employers. My passion lies in fostering meaningful relationships, understanding unique career aspirations, and delivering tailored solutions.

Assisted Financial Advisors in day-to-day administrative tasks, working with clients, and managing their book of business.• Worked with various departments in the firm to ensure the Client’s needs were serviced and the Advisors followed the Firm’s policies and procedures.• Worked with clients to setup and service various types of accounts such as: IRA, Trust, UTMA, 529, and Qualified Plan accounts for employees of our clients. • Maintained and serviced records for every client as required by FINRA.

Provided lending solutions to new and existing clients of the firm and deepened client relationships.• Initiated daily outbound sales calls to national and local business owners and decision makers. Set up presentations to educate and attract new business to the company. • Provided short- and long-term financing through a variety of programs such as: SBA, Equipment financing, Lines of credit, and MCA loans.

Opened new deposit account relationships and growing existing customer relationships by offering updated products and services.• Generated loan closings of + $12MM through referrals to the loan officer, personal loans and lines of credit. • Served as Citi at Work Captain, responsible for establishing banking relationships with employees of small to midsize companies through financial education seminars and events at company site.