As a finacial analyst for the nacy I maintain financial databases and provide funding for our military crewmnan, I create and present briefings to higher level staff and congress. Work together as a team to ensure funding is correct and executed properly.

As a Clien service coordinator for Ameriprise I Scheduled and conducted financial planning and advice meetings with prospects and current clients. I helped to develop a solid service model to provide ongoing relationships with clients, recommending solutions and helping them to stay on-track to achieving their financial goals. I also helped to develop and execute a marketing plan to generate a high volume of new leads, maintain lead volume and, acquire new clients. I worked to maintain social media account to ensure communication with clients and encourage prospects to think about financial planning for the future.