Client Relationship Associate, RJFSSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.The Kelton Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

PKS Investments: Albany, NY June, 2013-Present Executive Administrative Coordinator NYS Insurance Licensed• Handle all incoming calls for insurance options• Handle all outgoing calls for follow up• Reports, weekly and monthly• Send out welcome letters to new agents• Update data base• All correspondence for the President and Vice President• All daily workflow for non-registered business• Process all insurance/annuity applications daily for non registered business

Executed daily operations of the office Analyzed office operations and procedures Executed daily operations of the officeEvaluated office production revised procedures and devised new forms in order to improve efficiencyAnswered telephone calls Handle all Grad Assistantships and contractsCovered the President’s officeProvide administrative support for the ProvostCreate and maintain faculty files associated with hiring and compensationCompile letters and press releases for the Provost• Issue contracts for faculty for all semesters, 148 faculty• Assist the Associate VP Provost with all of their administrative support• Type all the President’s letters to faculty• Assist the Associate Provost of the college• Work closely with budget manager and all financial offices within the college

Coordinated the activities of clerical personnel. Executed daily operations of the New Business department. Analyzed office operations and procedures, such as typing, bookkeeping, preparation of payrolls, the flow of correspondence, filing and the requisition of supplies. Wrote, designed and produced the lease maintenance department and procedures with home office personnel. Evaluated office production, revised procedures and devised new forms in order to improve the efficiency of workflow. Instrumental in the Sarbanes-Oxley procedures and following and ensuring the guidelines were followed. Established and published dress code for our department. Trained and managed 17 associates on my team and achieved significant improvements in their productivity. Formulated procedures for systematic retention, protection, retrieval, transfer and disposal of records. Held interviews, handled the hiring for New Business unit. Planned office layouts and initiated cost reduction programs. Supervised and managed daily operations for a fortune 500 company. Reviewed clerical and personnel records to ensure completeness, accuracy and timeliness. Supervised 17 employees, scheduled work hours, resolved conflicts, determined salaries. Prepared activity reports for guidance of management. Successfully managed a 17-person team by holding a monthly team meeting, and having one on one meetings weekly. Prepared employee ratings and quarterly and annual performance reviews. Successfully handled all of my team's HR issues confidentially. Coordinated the activities of various clerical departments. Structured and maintained an exceeds performance rating for myself and my department. Prepared organizational budget and monthly financial reports. Implemented new hours of operation for a 7am shift for power processing. Hired, trained and supervised clerical staff. Compiled, stored and retrieved managerial data.