Experience

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  Florida state university

  Sept 2010 - Feb 2015

  Sports videographer

  Football: 2013 BCS National Champions Soccer: 2014 Women's National ChampionsFilm Florida State athletic program's practices and games. Provide Florida State coaches with game film, scouting tapes, and self scout copies of athletic film. Travel with Football, Baseball, Softball, and Soccer on road trips to prepare coaches meeting rooms and assist with Xos Thunder technologies.

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  Phi delta theta fraternity

  Nov 2012 - Dec 2014

  • Chapter President

    Nov 2013 - Dec 2014

  • Chapter Secretary

    Nov 2012 - Dec 2013
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  The virtus group

  May 2014 - Aug 2014

  Summer intern

  Update client information using LPL Financial Branchnet. Prepare Strategic Asset Management reports. Organize client information. Analyze mutual fund performances. Prepare Global Market Awareness reports. Perform volunteer hours with Project Outreach in Providence, Rhode Island to promote financial awareness

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  Fidelity investments

  Feb 2015 - Jan 2019

  Identified investment, consolidation, and business opportunities by conducting comprehensive research and analysis of advisor books of business. Executed various account activities for high-net-worth clients, such as money transfers, account maintenance, handling inheritance matters, and optimizing investment allocations. Enhanced client engagement by orchestrating events/educational seminars.• Handled and nurtured relationships for advisor books of business, ranging from $500M to $1.5B in AUM.• Oversaw spectrum of account activities for high-net-worth clients, encompassing transfer management, account maintenance, inheritance matters, and the optimization of investment allocations.• Delivered personalized financial inheritance services to high-net-worth clients, including analyzing cost-basis step-ups, asset liquidation and transfer, opening inherited accounts in beneficiaries' names, diversifying inherited assets, and allocating account assets based on beneficiary designations.• Elevated client engagement by conducting in-depth analysis of current and potential client demographics and portfolio holdings to identify and coordinate tailored educational seminars. Show less Developed personalized financial plans for clients with assets exceeding $150K, while aligning their financial strategies with unique life goals and requirements. Conducted comprehensive suitability reviews for client portfolios and offered well-informed investment solutions, with keen focus on generating income, preserving and growing capital, and maximizing strategic tax efficiencies.• Generated $5M in new business for Fidelity Advisors through referrals, cold calling, account transfers, and business relationships.• Achieved $15M in sales, encompassing annuities, mutual funds, managed accounts, and various other financial products. Show less Provided financial guidance to clients with assets up to $50K through advisory appointments. Identified financial guidance opportunities and referred clients to in-office advisors by engaging in discussions at front counter. Managed front counter treasury operations, covering handling wire transfers, setting up new accounts, facilitating trust account services, and assisting with wealth inheritance matters.• Received Excellence in Action award in 2016 for outstanding performance and dedication to excellence in workplace.• Secured licenses including Series 7, 63, 65, and Insurance 2-15 for Life, Health, and Variable Annuities. Show less

  • Relationship Manager

    Aug 2018 - Jan 2019

  • Investment Consultant

    Jan 2017 - Aug 2018

  • Financial Representative

    Feb 2015 - Jan 2017
• 

  Accelirate inc.

  Feb 2019 - May 2024

  Oversaw departmental financial performance, expenditures, staffing, employee development, client escalations, and prospect pipelines. Enhanced brand awareness and attracted prospective clients by conducting webinars, writing articles, and generating content. Lead sales discussions with clients and deliver personalized automation support proposals tailored to their financial constraints and IT requirements. • Delivered exceptional results by driving a 1,150% increase in annual revenues by cross selling, upselling, conducting webinars, and working new prospect leads.• Expanded client portfolio from 10 clients to 25 clients through sales presentations, marketing campaigns and business development. • Presented solutions to Directors, Vice Presidents and C-Suite executives resulting in signed contracts with companies such as ConocoPhillips, Hackensack Meridian Health, Panda Express, Bayview Loan Servicing, Wawa, AAA, and Pokémon.• Created and executed action plans by analyzing department financial reports using Microsoft Excel and PowerBI to achieve Gross Margin of 35% and transformed Accelirate ROC into a profitable venture.• Scaled workforce from 5 to 75 members while mentoring and developing leaders resulting in 6 team members getting promoted to management positions within the department.• Designed and implemented JIRA Service Management workflows to track project workload, workload allocation amongst team members, potential escalations, response and resolution times, and evaluate service quality.• Generated reports in Microsoft PowerBI and used the 80/20 rule to identify where to focus efforts within the department to reduce resolution times and improve service quality. Show less Promoted accountability and ensured consistent delivery of exceptional service by establishing and maintaining organizational charts and defining employee responsibilities. Delivered specialized IT support tailored to automation solutions by formulating and executing comprehensive methodology and pricing model. Streamlined workflow by overseeing and directing day-to-day operations.• Built automation support department from ground up by creating Standard Operating Procedures using Microsoft Visio, Microsoft PowerPoint and JIRA Service Management. • Streamlined accountability systems by creating employee evaluation rubrics in Microsoft Forms and ensured consistent delivery of outstanding client services by developing and fine-tuning organizational charts that delineated employee roles and responsibilities.• Expanded recruitment efforts to encompass India and Colombia by creating job descriptions, interview templates, scoring rubrics, and procedures using Microsoft Excel and Forms. • Formed cross functional teams and created shift schedules in Microsoft Teams that provided coverage across all US time zones to accommodate all client needs.• Designed 3 phase training curriculum focused on technical, communication, and leadership skills using UiPath Academy, Paycor, and Learning Management system.• Led proof-of-concept initiative with a single client by leading a team of developers and support engineers ultimately leading to triumphant expansion of client portfolio, acquiring 10 new clients. Show less Produced process maps in Microsoft Visio for automation design by documenting business processes and gathering essential business requirements in collaboration with subject matter experts (SMEs). Analyzed and computed Return on Investment (ROI) for prospective automation projects using Microsoft PowerBI; provided critical financial insights for informed decision-making and investment strategies using Microsoft Excel and PowerPoint.• Led development projects using AGILE Methodologies, encompassing end-to-end process of designing, creating, and implementing automation solutions.• Achieved substantial annual savings of 10,000 man-hours by collaborating with client in implementing automation in Accounts Payable, Claims Processing, Mortgage Approvals/Denials, and Data Entry.• Created automation KPI Metrics dashboards using Microsoft PowerBI by importing and manipulating robot log data.• Wrote SQL queries using Microsoft SQL Server to identify automation improvement opportunities and automations with high error rate Show less

  • Senior Robotic Operations Center Director

    Jan 2022 - May 2024

  • Robotic Operations Center Manager

    Feb 2021 - Jan 2022

  • Automation Business Analyst

    Feb 2019 - Feb 2021
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  Modmed

  Sept 2024 - now

  Project manager