-Manage accounts payable, accounts receivable and payroll departments-Serve as HR representative between employees and management-Prepare various monthly, quarterly, and annual financial reports

-Review, research and make determination of suspicion on items and transactions identified according to the Bank Secrecy Act (BSA) via AML automated alerts, manual alerts and referrals-Prepare investigation and assist in presenting key findings and recommendations to Compliance management team-Prepare Suspicious Activity Reports (SAR) for filing with the Financial Crimes Enforcement Network-Analyze potential Office of Foreign Assets Control (OFAC) hits to ensure transactions are in compliance with United States sanctions-Review all department generated Continuing Activity Reports to determine if continued filing is warranted

-Series 7, 63 and 66 licensed-Manage a book of business consisting of ~2,000 high net worth clients-Assist high net worth clients with monetary and clerical transactions-Evaluate investor objectives to optimize investment decisions and tailor financial solutions

-Assist high net worth client accounts by providing investment guidance, aligning financial needs with products and services, ensuring high quality client experience, and resolving regulatory account maintenance -Execute brokerage trades within client's portfolios in an accurate and timely manner-Build and maintain strong relationships across business groups to increase efficiency and effectiveness-Provide coaching and development to department's new hires-Book of business support

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC92 Lancaster Ave, 2nd FloorDevon, PA 19333610-293-7274

Scheduled, staffed and planned special events, sports programs and youth activities.