• Licensed Series 7 and 63 Financial Analyst with over 5 years of experience.
• Demonstrated ability to leverage financial industry knowledge to appropriately design innovative, needs based solutions.
• Comprehensive understanding of the skills needed to anticipate, meet and exceed client expectations in a proactive and courteous manner.
• Strong analytic problem-solving skills with a proven track record for meeting time lines and exceeding goals and expectations.

TIAA-CREF 2015-Present

Financial Consultant

• Leverage in depth understanding of the financial industry to provide expert level advice in regard to IRAs, employer plans and brokerage accounts.
• Resourcefully identify client needs and develop individualized solutions.
• Continually achieve and surpass existing sales goals by utilizing strong upselling abilities coupled with product knowledge.
• Determine customer eligibility based on in depth review of individual financial circumstances.
• Maintain quality assurance, as well as regulatory compliance throughout all day to day financial operations.
• Chief responsibilities include execution of mutual funds, annuities, stock and bond trade orders.

Babson Capital Management 2015

Analyst

• Conducted thorough research, analysis, modeling and risk assessment for new and existing portfolios.
• Generated in depth status reports and relayed information to appropriate upper level management.
• Scrubbed data on daily basis by performing analytic queries.
• Responsible for all aspects of monthly performance attribution.
• Utilized various systems, including YieldBook and Factset, to complete analytics calculation operations.

Vanguard 2013-2015

Brokerage Associate

• Gained valuable exposure to best practices within securities industry, including equities, fixed income securities, mutual funds and ETFs.
• Maintained quality control throughout day to day operations while streamlining existing processes to increase overall efficiency.
• Adhered to corporate and federal regulations throughout execution of equity, mutual fund, ETF and basic margin trades.
• Strategically educated clients while promoting services based on individual needs.

State Employees Credit Union 2011-2013

Financial Services Representative

• Demonstrated top notch customer service abilities while utilizing knowledge of financial industry to resolve customer inquiries via phone and e-mail.
• Played key role in determining member eligibility for lines of credit, consumer lending and various other account options.

Bachelor Degree in Business Administration, Concentration in Finance, UNC Pembroke, Pembroke, NC

Series 7 License

Series 63 License

Level Two CFA Candidate

Level One CFA Exam Passed

Life, Variable Life and Variable Annuities (NC Resident/Non-Resident Other States)