Responsible for creating and carrying the unique culture of Puzzol Creative into our work environment. Manage a team of 40 plus next gen workers. Focus on recruiting, training, development and retention of high caliber team members. Conduct quarterly team building exercises. Handle all scheduling, payroll, and human resource functionality of Puzzol Creative.Coordinate special events in the community and mobilize our team to assist with Memphis wide needs. Focus on customer experience, handle customer service and beta testing for new experiences.

Analyze Voice of the Customer data through multiple listening channels, including social media and investor satisfaction studies.Create customer journey maps utilizing personas representing the key client segment.Develop a vision for optimal client experience during the onboarding process, present and create advocacy with key representatives from PCG, Marketing, and Operations and Technology.Conduct study of consumer trends in the financial industry with a special focus on serving Gen X and Gen Y clients to impact firm marketing strategy.

Chosen as one of 100 Integration Specialists to assist a Morgan Keegan branch during their transition to Raymond James processes and systems. Lived in Baton Rouge, LA and worked with branch associates for a month.

Founded the Niche Marketing Group to research client subgroups and aid financial advisors in understanding those niches.Conducted physician survey and created educational/marketing deliverables addressing needs and solutions of this niche.Formalized the internal process and website for advisors to create a marketing plan, discover a niche, and create collateral. Trained 300 advisors via WebEx on how to expand their practice through niche marketing using newly created resources. Consulted with over 60 advisors on current marketing efforts and created a strategic marketing plan for their practice.Created and conducted client and employee surveys, analyzed the results, and presented findings to upper management.Met with JD Power and Associates to realign Morgan Keegan’s efforts toward obtaining a customer service award.

Floor Manager of 42 employees. Managed a $40,000 annual supply budget and kept expenses below $20,000.Trained employees on systems, corporate guidelines and culture, benefit changes, and managed United Way contributions.Conducted hiring process for 7 positions (job postings, phone and face-to-face interviews, salary negotiations, and training).Managed several projects to redesign Wealth Management Services’ (WMS) business routines.

Handled name, address, automatic deposit and bank account changes for employees in the payroll system (Cyborg).Consulted with financial advisors regarding their commission schedule and sign-on bonus repayment.Processed payroll information for new hires.

Chosen to participate in onsite education/implementation of 3 new Raymond James systems shortly after Morgan Keegan's purchase.Mastered Raymond James' old systems and assisted with presentation materials with a week of training. Conducted 10 weeks of onsite education to 18 Raymond James branches and 209 branch personnel consisting of 18 general sessions with 164 attendees and 200 individual training sessions.Recieved excellent scores in branch satisfaction through Advisor Access Onsite Education follow-up surveys.

Processed all university employment applications and maintained all correspondence with over 300 applicants.Prepared and assembled new hire and current employee benefits information packets.Assisted in the preparation and execution of the first annual benefits fair for current employees.

Assembled and proofread annual and semi-Annual Reports fro mutual fund companies and filed with the U.S. SEC.Assisted with proxy solicitation for Annual and Special Meetings of stockholders for mutual fund companies.