I lead a team of expert Service Relationship Managers who provide unique, outside of the box consultative service for Family Office Advisors.

Manage Family Office Advisor relationships thru out the US by providing consultative back-office operational support and outside-the-box creative solutions for UHNW client needs. Visibly lead and implement initiatives that extend the Family Office Brand.Display superior communication, presentation, interpersonal and listening skills.Educate and inform Family Office advisors about policies, procedures, industry news, online resources and Schwab products.Manage workflow and projects while meeting service goals and driving client loyalty.Provide innovative ideas and solutions for client needs.Deliver world class, passionate, customized & consultative service

I am the primary Relationship Specialist for 2 of the top 13 advisors in the NY Metro area. The firms have a combined $2.8B AUM and total over $3M gross annual revenue for Schwab. I am responsible for providing white-glove, premier service to our advisors and their clients. We partner together to create out-of-the-box comprehensive solutions for their clients specific individual needs from complex beneficiary designations, to complex organizational account openings, to internal client management issues. We also handle daily cashiering, account maintenance, and operational requests.

I am the primary Relationship Specialist for 2 of the top 13 advisors in the NY Metro area. The firms have a combined $2.8B AUM and total over $3M gross annual revenue for Schwab. I am responsible for providing white-glove, premier service to our advisors and their clients. We partner together to create out-of-the-box comprehensive solutions for their clients specific individual needs from complex beneficiary designations, to complex organizational account openings, to internal client management issues. We also handle daily cashiering, account maintenance, and operational requests.

The Foundation was created in honor of my son's fight against T-Cell Lymphoblastic Leukemia. Bode Hulk has fought valiantly since 2022 but has not done it alone. The contributions of charities like ours propelled him thru the fight. Our mission at Avenge Pediatric Cancer Foundation, Inc. is to raise money to fund grants for Pediatric Cancer Research, provide care packages to those receiving treatment for pediatric cancer, & to advocate for increased state/federal government funding. The only hope for cures is for a drastic increase in research funding specifically for pediatric cancer.

Ivy Hawn Charter School of the Arts is a high performing, tuition-free public charter school of choice located in historic Lake Helen in Volusia County, Florida. Founded in 2009, Ivy Hawn serves students in grades Kindergarten through 8th grade providing a high-level academic program infused with a concentration in the arts.Our Mission:To foster intelligence, individuality and artistry for a lifetime.– Adopted, 2011Our Success:A-rated school for 2018-2019 school year by the Florida Department of EducationA-rated school for 2017-2018 school year by the Florida Department of EducationA-rated school for 2016-2017 school year by the Florida Department of EducationB-rated school for 2015-2016 school year by the Florida Department of EducationA-rated school for 2014-2015 school year by the Florida Department of EducationA-rated school for 2013-2014 school year by the Florida Department of EducationA-rated school for 2012-2013 school year by the Florida Department of EducationB-rated school for our 1st school year in 2011-2012 by the Florida Department of Education

Perform Back Office Operations maintenance for Retirement and Retail brokerage accounts.Review and process Direct Held Account Applications and service requests.Project work on historical documents and time-sensitive data retrievalWork with highly confidential client information.Routine use of Microsoft Office platforms for Data Entry, Daily phone use performing Customer Service, Account Maintenance, and Problem SolvingOutstanding Service Award recipient for Q1 2009 and 2-time runner-up.

Receive and Organize product shipments at multiple storesWork with store management to determine optimal product display set-ups and advertisement setups throughout the storeReplenish products on shelves and displays throughout store as needed.

Mentored and Coached Freshmen and Sophomore baseball playersAssisted in practice plans and implementationHelped in development of several players who have gone on to sign with major colleges

The Finish LineReceived and organized product shipments in back room. Assisted in loss prevention measures and weekly inventory countsInvolved in Customer Service, Sales, and Cashiering along with Training and Supervisory roles