In this role, following my passing of the SIE, Series 7, and Series 63 exams, I now receive inbound calls from clients placing trades on their behalf from items including mutual funds, equities, as well as on margin and option. I also assist day to day with clients account maintenance, and troubleshooting issues clients have within their accounts. Fostering relationships with clients is a great part of my day to day services.

-Reconciled clients DDA's on a daily basis processing credits and debits for retirement account clients. -Updated and created forms for transmission and internal audit purposes. -Worked in a high energy team to complete daily reconciliation and research tasks.-Continued to learn and grow with company offered online classes ranging to many topics in business. ie: Mergers and Acquisitions, Investment Banking, Wealth Management, and many more.

Operations Associate-Provided excellent face to face client customer service on the daily as the leader of the job. -Controlled and operated shipping and storage department for college across Boston MA. -Organized and sent shipments to incoming students. -Processed payments using Excel and SquareCrew Chief-Face to face interaction with clients as the leader of the moving crew. -Leading role in charge of large scale high end residential and commercial moves.-Packed and drove 26 foot box truck across the country for high profile clients.-Worked in a leadership and managed a small team.