Experience

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  Flat rate processing

  Jul 2009 - Jul 2010

  Administrative assistant

  Client Service, managing accounts and relationships, processing and tracking orders, administration, and creating/editing marketing material.

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  Iron capital advisors

  Jan 2011 - May 2011

  Financial analyst intern

  I worked with the analyst team and investment committee to compile due diligence reports on mutual funds for defined contribution retirement plans with $2.3 billion in aggregate assets, updated research on individual equities and Iron Capital's Gateway Hedge Fund, and performed equity valuation through qualitative and quantitative analysis (discounted cash flows, scenario analysis, and relative valuation methods).

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  Atlanta capital management co., llc

  Sept 2011 - Nov 2020

  Portfolio administrator

  Portfolio administration, client reporting, and proxy administration. Salesforce.

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  Diversified trust

  Dec 2020 - now

  About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $9 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services.Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting.Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives.As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients.Our goal is simple - helping our clients focus on what is important to them. Show less

  • Vice President

    Jan 2024 - now

  • Senior Associate / Wealth Strategist

    May 2023 - Jan 2024

  • Senior Associate

    Dec 2020 - May 2023