Ameriprise - Customer Representative/Administrative Advisor Support, 2 years
Served as administrative support and front-line customer service engagement for the practice. Supported advisors with the ongoing administrative organization of clients and onboarding.
• Greeted clients and addressed all client service requests.
• Entered new and existing client data into various applications and platforms.
• As the point of initial contact in the client experience, responsible for client outreach, onboarding clients, and walking them through the digital experience.
• Scheduled client appointments and wholesalers.
• Supported the planning and execution of branch seminar events.
• Gathered data for the advisors to assist in financial planning, tracked policies & new policy applications, opened accounts, and managed transfer of funds.
• Served as Advisor support, second chair at meetings, assisting in preparation or follow-ups to client meetings.
• Attended 3rd party/client meeting calls to manage notes and action items.
• Scheduled annual and bi-annual meetings.
• Supported the delivery of the practice's marketing programs and awareness of special events.

Webster Bank - Associate Consumer Banker, 7months
Responsible for customer acquisitions targeting local businesses in downtown area.
• Assisted customers with processing daily transactions.
• Built positive relationships with customers driving loyalty to the bank.
• Offered appropriate banking products and services aligned to customers needs, in order to acquire or upsell them.

Bankers Trust, Licensed Broker - Sales Representative, 10 months
Earned license to prospect and conduct comprehensive consultations with clients, assessing their specific needs and customizing a solution.
• Identified potential clients through various channels, contacted them, and built relationships to understand their financial needs and goals.
• Advised clients on suitable products and strategies, such as investment options, retirement planning, or estate planning, based on their financial situation.
• Explained the features and benefits of products and services.

Other Industry Experience
Sales, Williams-Sonoma, Westport CT, 5 years
Senior Technical Designer, Maurices, Duluth, MN, 2 years
Senior Technical Designer, BANANA REPUBLIC, NYC, 4 years
Technical Designer, CARLISLE - PER SE, NYC, 2 years
Technical Designer, DONNA KARAN, NYC, 6 years