-Author of The Rich Pre-Teen: A Fundamental Guide to Financial Literacy-Spoken to 400+ students, parents, and teachers across the Southeast about the importance of teaching finance and financial literacy.

Individually responsible for Manage client onboarding process, analyzing all account opening documents, ensuring all documents adhere to KYC/QA policies and regulatory controls. Collaborate with Client Strategist on a weekly basis to create, update & maintain pipeline reports, assess workflow, and track reported revenue utilizing Microsoft Excel and other internal business systems. Utilize BNY Mellon CRM software program, Salesforce to enter & track sales data.

Orchestrated risk management and adhere to all company & fund policies with regulatory controls and requirements to ensure that all requests follow compliance with company, state, and federal policies and procedures. Streamlined process for Financial Advisor and Shareholder requests per month which resulted in an increase in team productivity average by 15%. Processed routine monetary and non-monetary requests utilizing allocation algorithms on Microsoft Excel and other internal systems. Analyzed potential signs of fraudulent and/or suspicious activity utilizing Franklin Templeton and U.S. Trade Control policies and procedures.

Individually responsible for developing and maintaining client commercial accounts, evaluate various internal databases, and Microsoft Excel ledgers to ensure correct correlation between business and consumer. Maintained Inbound & Outbound calling rate of 20-30 new and current customer contacts per day among five Cellular Sales locations in Greater Tallahassee area, resulting in 30% conversion rate of new pull through activations.

Utilizing computer interface systems to setup accounts & leasing profiles. Assisted with achievement of day-to-day goals of various residential properties. Compiled, copied, and sorted, and file records of office activities. Market residential properties by way of informational sessions for prospective residents