- Mentor and train new team members while working collaboratively with existing members.- Provide strategies to high-quality investment guidance, sustainable long-term growth, and financial planning across a wide variety of solutions.- Foster relationships necessary for building and maintaining a sound client base.- Work hand-in-hand with Center Manager and Market Leader creating strategies to effectively reach out to prospective consumer and business clients.- Collaborate extensively with multiple internal departments to solve client needs in a timely fashion.

- Sourced and maintained over 30+ vendor relationships over a three year period.- Responsible for all bar operations at an upscale restaurant on the 21st floor in Uptown Charlotte, servicing up to 1,000 guests a day.- Oversaw bi-annual cocktail menu creation, cost analysis, and full P&L responsibility for a $750,000/yr budget.- Lead a team of 15+ to provide superior customer experiences on a consistent basis.