Experience

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  Usda/aphis/mrpbs

  May 2008 - Aug 2011

  Office automation clerk

  Electronically improving position description libraryComputer processing, Data entryOnboarding and event planning for summer student interns

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  Aeropostale, inc

  Nov 2008 - May 2011

  Sales associate

  Customer serviceFinancial transactionsMaintained a quality store image through cleanliness and product availability

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  Expertisepr

  Nov 2010 - Aug 2011

  Administrative assistant/staff member

  Event Planning, Obtaining SponsorshipsWrite and distribute news releases to media outletsWrite and distribute meeting minutes to all staff members

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  Public relations student society of america

  Jan 2011 - Jan 2011

  Secretary/treasurer
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  Cultural connections

  Aug 2011 - Dec 2011

  Executive assistant

  Network with International and exchange students while helping students make the most out of their time in America

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  Habitat for humanity

  Aug 2011 - Nov 2011

  Communications intern
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  Discipline advisors

  Sept 2011 - now

  Manages DAI’s client service team, and is responsible for creating a compelling client experience by establishing an environment of premier service throughout the client lifecycle. Working closely with the firm’s clients and advisors; coordinates the team to provide accurate, timely and effective support in managing the details of client service.Discipline Advisors is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance. We serve individuals and families of significant wealth providing personalized, integrated investment strategies and management, trusts and estate planning, wealth planning and family office support. Our unique approach and unwavering commitment to utilize all available resource helps clients achieve peace of mind related to their future and financial well-being. For more information visit www.disciplineadvisors.com.Discipline Advisors is a DBA of DAI Securities, LLC established in the State of Minnesota. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities. We are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. Show less

  • Manager Client Services, Executive Assistant

    Jan 2015 - now

  • Executive Assistant/Client Services

    Sept 2011 - now