Experience

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  Elon university

  Jan 2013 - May 2015

  Elon ticket office assistant

  -Manage and promote ticket sales for 17 varsity sports; -Increased revenue for men's basketball 43% over past season by creating "Operation 150" marketing promotion to sell remaining basketball season ticket inventory;-Boosted football income by 11% through incentive program for football season ticket holders offering awards for renewals;-Collaborate with Marketing and Sales departments to generate excitement through flyers, calls to ticket holders, email blasts, and use of game-day tools, including a Jumbotron;-Hired, trained, and supervise staff of 14 student workers and ticket interns, working with them to improve game-day experience for attendees;-Developed and implemented annual customer service survey for past and current ticket holders to identify areas for improvement;-Conduct pre- and post-game meetings to focus on essentials and discuss how issues were / could have been addressed during events; -Enhanced game-day logistics by improving signage, eliminating student ticketing to increase crowd flow, and reorganizing pregame stations Show less

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  Learfield amplify

  Apr 2014 - Aug 2014

  Property assistant

  -Utilized negotiation skills to consistently achieve and exceed weekly sales goals of $1000 of new revenue; -Achieved 125% of year-to-date goal by cold and warm calling potential customers

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  Fifth third private bank

  Jun 2015 - now

  As a Private Bank Wealth Advisor, I seek to simplify financial complexity and help clients achieve their financial and life goals. As a Private Banker, I specialized in providing liquidity management and complex lending services to affluent individuals/families. As a Leadership Program Participant, I spent two years rotating throughout divisions within the Wealth and Asset Management Division, and more specifically, the Private Bank serving client with >$1mm in assets. First year rotations include three months in each of the following four divisions: Investment Management Group (IMG), PCS Portfolio Management, Institutional Services, and National Private Bank Administration.

  • Wealth Management Advisor

    Jan 2023 - now

  • Private Banker

    Jan 2018 - Dec 2022

  • Associate Private Banker

    May 2017 - Jan 2018

  • Investment Advisor Associate

    Jun 2015 - May 2017