Project MoneyTV is a YouTube channel for young professionals to learn about money and personal finance. Whether it's learning about budgeting, investing, or taxes, Project MoneyTV is the place to learn what school forgot to teach us.

The Paragon Podcast is a podcast focusing on the specific needs of high net-worth individuals. The podcast discusses estate planning, market news, tax strategies, and wealth management.

-Leading client and marketing communications by writing blog posts, market commentaries, and white papers. -Responsible for email operations, including list segmentation, hygiene and performance reporting. -Creator and producer of the Paragon Podcast, a podcast focusing on personal wealth management. -Led the redesign and launch of the Paragon Financial Partners website (April 2017).-Prepares financial plans and asset allocations for clients and prospects. -Responsible for… Show more -Leading client and marketing communications by writing blog posts, market commentaries, and white papers. -Responsible for email operations, including list segmentation, hygiene and performance reporting. -Creator and producer of the Paragon Podcast, a podcast focusing on personal wealth management. -Led the redesign and launch of the Paragon Financial Partners website (April 2017).-Prepares financial plans and asset allocations for clients and prospects. -Responsible for creating custom excel spreadsheets for individual client projects. Show less

-Managed and supported over 250 client accounts whose combined assets exceeded $1 billion AUM.-Responsible for client onboarding, cash transactions, portfolio rebalancing, and trade instructions.-Operated as the central point of contact between marketing, operations, portfolio administration and trading. -Prepared client portfolio review books and presentations.-Primary point of contact for client service issues and requests.

-Analyzed and recommended investment strategies to help clients meet long-term financial goals.-Provided support with client trading, portfolio rebalancing, reconciliation and record keeping.-Conducted seminars and webinars on various financial topics to prospective clients. -Created email marketing campaigns using Mail Chimp.-Created marketing collateral for retirement savings and 529 College Savings Plans.

-Acquired clients through outbound calls, direct mail marketing, and in-branch prospecting. -Deepened client relationships by addressing client needs and cross-selling financial products.-Produced a monthly average of $100,000 of investment referrals in a low-income neighborhood. -Worked closely with a team of financial advisors, loan officers, and business specialists to provide client focused solutions.

-Drove sales by providing customized technical advice for customer specific needs. -Trained customers how to effectively use products in a one-on-one educational setting. -Constructed floor sets and window displays. -Mentored and trained new retail employees.