
Timeline
About me
Client Service Associate with Armstrong Advisory Group
Education

University of massachusetts lowell
2022 - 2024Bachelor of business administration - bba dual concentration - finance/management
Francis w parker charter essential school
2014 - 2018High school diplomaActivities and Societies: Cross Country/Indoor and Outdoor Track
Experience

Gervais ford inc
Jun 2013 - Jan 2020Sales staff- Responsible for lot appearance - Maintained the property (landscaping, and cleanliness)- Assisted sales team in new vehicle presentation to customers- Helped facilitate swapping inventory with other Ford dealers - Responsible for the activation of Ford Pass for all eligible customers to make dealership compliant with Ford Motor Company standards- Wrote a guide for the sales team for how to present and activate Ford Pass on new vehicles- Attended a regional meeting hosted by Ford Motor Company to present my Ford Pass guide and explain how it has changed the vehicle sales process for Gervais Inc Show less

Sentry auto group
Jan 2020 - Dec 2022- Responsible for submitting warranty claims for both Ford and Lincoln franchises - Responsible for obtaining repair authorization and payment submission from fleet customers- Assisted Service Director and Accounting Office on annotating cash, warranty, and fleet schedules- Coached service advisors on how to write up repair orders and obtain approval for repairs- Guided technicians on how to properly repair vehicles under warranty, and how to write technician stories on repair orders Show less
Warranty Administrator/Fleet Consultant
Jan 2021 - Dec 2022Service Advisor
Jan 2020 - Dec 2020

Putnam investments
Dec 2022 - Jan 2024Investor services associate
Franklin templeton
Jan 2024 - Apr 2024Global shareholder services associate
Armstrong advisory group
Apr 2024 - nowClient service associate
Licenses & Certifications

Environmental social governance
Bloomberg lpDec 2022
Bloomberg market concepts
BloombergDec 2022
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