I admire the mission of LPL Financial. I am passionate about making it easier for advisors to do business with our firm. I am confident my skills and values are an asset to LPL Financial. It is an honor to have the opportunity to be part of the Wealth Management Solutions team.My current role aligns well with my individual character qualities. I am a loyal team player and a quick learner with a high attention to detail. I am results driven, analytical and highly organized, and my passion is… Show more I admire the mission of LPL Financial. I am passionate about making it easier for advisors to do business with our firm. I am confident my skills and values are an asset to LPL Financial. It is an honor to have the opportunity to be part of the Wealth Management Solutions team.My current role aligns well with my individual character qualities. I am a loyal team player and a quick learner with a high attention to detail. I am results driven, analytical and highly organized, and my passion is the advisory product platforms business. My areas of expertise include a knowledge of SMA and UMA platforms, such as 3rd party strategist product onboarding and contracting, handling of internal and external reporting, managing advisors and strategists' relationships. I am also well versed in handling competing priorities in a fast paced, high profile and rapidly evolving environment. Show less

■ Assist in a broad array of onboarding issues associated with compliance  Utilize CRM’s such as Salesforce and Oracle to provide detailed submissions for Compliance through Compliance MAX, to make sure our Advisor’s Outside Business Activities meet the company standards as well as the SEC’s ■ Secure clients’ electronic signature of necessary legal instruments via DocuSign■ Provide support using proprietary software such as Marketing on Demand and SABA Cloud to… Show more ■ Assist in a broad array of onboarding issues associated with compliance  Utilize CRM’s such as Salesforce and Oracle to provide detailed submissions for Compliance through Compliance MAX, to make sure our Advisor’s Outside Business Activities meet the company standards as well as the SEC’s ■ Secure clients’ electronic signature of necessary legal instruments via DocuSign■ Provide support using proprietary software such as Marketing on Demand and SABA Cloud to effectively and efficiently keep pipeline of projects on track Show less

Educate clients on available VectorVest investment programs that facilitate day trading, swing trading, long-term investing, REIT, ETFs, DRIP investments and buying & selling options,- Client Services- Client Retention- Client CoachingBusiness development / project developmentWorked with C-Suite (CEO, VP of Marketing, VP of Education) to develop investment focused curriculum and tools for college and university coursework with a focus on financial freedom. Developed… Show more Educate clients on available VectorVest investment programs that facilitate day trading, swing trading, long-term investing, REIT, ETFs, DRIP investments and buying & selling options,- Client Services- Client Retention- Client CoachingBusiness development / project developmentWorked with C-Suite (CEO, VP of Marketing, VP of Education) to develop investment focused curriculum and tools for college and university coursework with a focus on financial freedom. Developed business plan, financial forecasting, and marketing strategy for pilot program. Show less

Pre-owned auto-sales professional with family company serving Eastern N.C. and the PiedmontWorked with experienced owner to purchase pre-owned automobiles through regional sales, auctions, and dealersUsed consultative sales process to match customers with vehicles suiting their needsPosted sales materials and followed up on warm Internet leads regarding vehicle availability, price, and options