As a Client Relationship Specialist at Hightower Advisors, I am responsible for the day to day operations of a large RIA firm that serves high-networth clients. I work closely with executive leadership and act as a key point of contact for the team, providing quality financial professional care and excellent service to clients. I have over 10 years of experience in the financial industry, including acquisitions, business loans, management of client portfolios, and new construction.I hold a Bachelor of Business Administration in Management with concentrations in Marketing and Finance from Sam Houston State University. I am proficient with various financial platforms, software, and tools, such as Envestnet Tamarac, Fidelity and Schwab Platforms, DocuSign, SalesForce, Engage, Clout Marketing, SAP Concur Expense Management, Quickbooks, and LexisNexis. I also have strong analytical skills with the utilization of pivot tables, databases, and forecasting. I am a Notary for the State of Texas and I have multiple certifications in preventing discrimination and harassment. I value teamwork, work ethic, and business development, and I enjoy developing financial plans with organizational leaders and creating a plan of action.