Experience

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  Imagann cleaning service

  Jan 2012 - May 2013

  Office administrator

  ICS, Inc. is a leading provider of janitorial services with clients through out Georgia and Alabama. ICS, Inc. continues to expand into new territories, and is now present in Florida with the establishment of a branch office in Miami.

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  Joyn

  Jun 2013 - Jan 2017

  Records associate

  Believed to be the first and only Behavioral Wealth Management firm in the U.S., GV has invested over a decade applying neurobiology and the scientific principles of Behavioral Economics and Behavioral Finance to create a new paradigm in wealth management. Established in 1991, GV is one of the leading registered investment advisory firms in Atlanta with 46 employees and more than $1.125 billion in assets under management as of December 31, 2015. Over the years, GV & team have earned spots on a number of prestigious lists (as measured by assets under management) including Barron’s Top U.S. Investment Advisors, REP’s Top 100 U.S. Registered Investment Advisors, Financial Advisor’s U.S. RIA Ranking, & the Financial Times FT300. The team's writings have appeared in publications including The New York Times, The Wall Street Journal and The Huffington Post. To learn more about our firm, please visit http://gvfinancial.com. Show less

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  Sandbox studios

  Mar 2016 - Feb 2017

  Co-founder

  Based out of East Atlanta, Sandbox Studios has consistently produced digital content that "pushes every technical boundary of what art could/should be." Sandbox Studios partners up with teams everywhere to offer a means for people to express unique ideas to an audience everywhere. We're a think-tank of the most passionately skilled creative production teams in East Atlanta. While originally building a solid resume on individual projects, we've observed quality design & production can sometimes feel intimidating and inaccessible to many. We're changing that.We recognize the world is different, so in the spring of 2016 we banded together to create Sandbox Studios and start a movement. Our love for what we do can be felt in our work. Just like a sandbox, we strive to be a source of fun & relaxation, which is what we think production should be anyway. Show less

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  Lincoln financial group

  Jan 2017 - Jan 2018

  Financial analyst

  Collaborated with operations specialists to process over $1,400,000 of insurance premium per month in 2017. Responsibilities included research, analysis, financial reporting, and proper accounting treatment of Lincoln National’s group protection department. Supported strategic operations addressing insurance premium for various LFG accounts.Handled accounts payable/receivable for incoming and outgoing premium payments for 40+ book of business.Designed and populated data for goal tracking and reporting: ADP, Oracle, SSIS (BI/BO). Prepared and reviewed over 300 financial statements, footnotes and supporting documents for quality according to Lincoln Financial group protection accounting calendar.Researched accounting and auditing matters as they arise and documented variance reports with strategic solutions.Reconciled incoming/outgoing premium ledgers to ensure accuracy and report discrepancies for recovery Show less

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  Advisor group

  Jan 2018 - Feb 2019

  Business analyst

  Served as a subject matter expert to branch management on sales commissions & budgeting during company acquisition fall 2018. Assisted internal business analysts to research and maintain accurate financial reporting for Sage point and Royal Alliance Advisors.Provided solutions to OSJ/MFA and other supervisory/compensation/Business Development/Licensing and Registration personnel on escalated issues ensuring rate management compliance. Generated commission and budget reports to forecast & support various SPA & RAA fiscal goalsDirected audits as they arose and documented reports with strategic salesforce solutions for escalated commission requests Processed monthly branch wide payout to sale reps downline & monitored commission percentages for incoming reps Show less

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  Novis creative

  Jan 2018 - Dec 2020

  Operations director

  NOVIS is a full-service design and media production collective that specializes in implementing simple, proven, and effective media solutions that present small businesses and organizations with a clear sense of direction and thriving brand awareness. We believe in the communication of authenticity through storytelling. It can be difficult to communicate our beliefs to those around us if we are unsure of them ourselves. We value telling powerful stories through the use of photography and films that reflect authentic identities. In order to form long-lasting relationships and enduring connections, we prioritize helping others find their inner voice and genuinely convey it to the audiences they find meaningful. Show less

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  State farm ®

  Mar 2019 - Sept 2020

  Claims specialist - casualty & property

  Settled over 500+ property & casualty claims filed by State Farm policyholders. Cultivated strong interpersonal relationships with clients while providing competitive pricing settlements for both State Farm and customers through research and successful negotiation with contractors & lawyers. Developed sharper personal leadership and discipline through the autonomous completion of sensitive assignments in fast-paced environment.Collaborated with engineers, architects, and other resources needed to assist in creating solutions for clients while mindfully monitoring and controlling company costs. Recovered thousands of company dollars between tactful negotiation and subrogation with other insurance companies.Calculated accurate and competitive compensation reports for hundreds of property claims through Xactware appraisal software.Supported attorney counsel, where applicable, in defense of State Farm during escalated legal suits and contestation. Show less

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  New york life insurance company

  Dec 2020 - May 2021

  Financial services representative
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  Fidelity investments

  Apr 2021 - now

  Delivers specialized financial guidance and personalized solutions to clients workplace retirement portfolios, empowering them to achieve their financial goals and secure their desired future. Strategic advice on wealth accumulation and preservation, identifying suitable investment vehicles, and optimizing portfolio performance. Providing personal account services to participants in domestic and international employer-sponsored benefits, including grants, awards, stock purchase plans, and alternative compensation. Providing specialized service and support for clients through trades, conversions, tax inquiries, & corporate rights offerings on non-managed retirement & individual brokerage accounts.

  • Workplace Planning Consultant

    Feb 2023 - now

  • Stock Plan Associate

    Jul 2022 - Feb 2023

  • Trader - Equity Stock Trading / Personal Investing

    Apr 2021 - Jul 2022