Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty.
Overview
11
11
years of professional experience
Work History
Relationship Banker
JPMorgan Chase Bank, N.A.
01.2024 - Current
Achieve excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Provide financial guidance on banking products, investment options, and lending solutions
Complete approximately 30 outgoing calls per day.
Sales Force Associate
Equitable Financial Life Insurance Co
12.2021 - 02.2022
Advised clients on investment strategies, retirement planning, and insurance solutions
Registered Representative
Equitable Advisors, LLC
10.2021 - 02.2022
Supported senior advisors in business development and financial planning
Assisted in sales presentations, and client meetings
Financial Professional – Pre-Employment Program
Equitable Advisors, LLC
04.2021 - 10.2021
Completed intensive training and licensing program
Simulation Lab Manager
Mount Saint Mary’s University
02.2018 - 02.2020
Manage day-to-day operations of the University's medical simulation lab, ensuring safety, efficiency and functionality
Actively participated in professional conferences and workshops, sharing laboratory best practices and fostering a culture of continuous improvement.
Developed and implemented standard operating procedures for laboratory processes, resulting in consistent quality of work.
Simulation Specialist
West Coast University
07.2017 - 02.2018
Provided hands-on assistance to faculty and students in clinical education
Simulation Specialist
MedStar Health
09.2014 - 08.2016
Assisted in implementing simulation-based education for medical training programs
Co-Founder & Manager
Loube Brothers Entertainment
01.2016 - Current
Founded and expanded a successful mobile DJ and event production business
Grew operations from one event per month to an average of five monthly events
Driver
Uber Technologies Inc.
09.2014 - 02.2020
Safely completed 1,000+ trips in Washington, D.C., Baltimore, MD and Los Angeles, CA, with over 500 5-star ratings.