Experience

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  Cord camera & video

  Jan 1994 - Jan 1998

  Assistant store manager

  Responsible for all aspects of daily store operations: training and scheduling staff; store banking functions; development and implementation of monthly sales projections and strategies; vendor billing reconciliation; and all aspects of customer service and problem solving. Top sales producer.

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  Everen securities

  Jan 1994 - Jan 1995

  Computer operator

  Applied the Bill Good Marketing System in assisting office staff with all manner of computer generated: bulk mailings; billing systems; financial quotations and general correspondence.

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  Advest, inc.

  Jan 1996 - Jan 2005

  Operations manager

  Assisted the Branch Manager in interviewing, hiring and managing support staff. Provided financial reporting for clients including asset allocation, tax preparation and quarterly/annual reporting. Developed financial software to update accounts with market movement. Contact for client base. Additional responsibilities included broker-to-broker transfers, daily office procedures, and upgrades of computer hardware and software which included data base programming.

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  J.j.b. hilliard w.l. lyons

  Jan 1997 - Jan 1998

  Sales assistant/wire operator

  Developed and influenced multi broker partnership. Coordinated seminars and company events. Responsible for annual tax preparation. Responsible for daily wire reconciliation. Liaison for outside sales vendors. Computer systems trainer.

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  Merrill lynch

  Jan 2005 - Jul 2007

  Registered client service associate

  Provided on-going daily management of the Financial Advisors business in delivering exceptional customer services and meeting business expectations, including: implementing and reinforcing firm standards through training, development, and motivation. Coordinated operational tasks for staff. Handled customer questions, concerns, and complaints to ensure outstanding client service. Account development and servicing existing clients. Executed trades for fee-based/financial planning advisory clients. Show less

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  Wells fargo advisors

  Jul 2007 - Oct 2017

  Provides sales practice as well as overall administrative and operational client service support and manages business activities of investment practice. Provides knowledge and systems support to branch personnel. Daily responsibilities including stock, mutual fund, options, corporate and municipal bond investment strategies. Fee-Based/Investment Planning liaison responsible for trade executions, account reconciliation and problem resolution. Customer service and satisfaction. Managed staff to ensure client standards were exceeded. Fosters sales and service culture in accordance with Firm values, policies and guidelines. Show less

  • Financial Consultant

    Apr 2016 - Oct 2017

  • Senior Registered Client Associate

    Jul 2007 - Oct 2017
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  Meyers wealth management

  Oct 2017 - now

  Director of operations