Elon, North Carolina, United States
I am originally from Marlboro, Vermont. I am currently a Rising Junior Business Fellow at Elon University in North Carolina. I am pursuing a bachelor's degree in Marketing. I previously worked as an Employee Benefits Consultant, where I worked with Businesses to enroll their employees in Benefits Packages. I am now a Financial Services Representative with Baystate Financial, where I work with a variety of clients to gain clarity on their overall financial situation. Using financial and insurance strategies to solve complex problems, I help clients achieve their long-term financial goals. I am currently working towards earning my Series 66 Certification, as well as eventually earning my CFP and CLU designations to enhance my fiduciary duties and offerings. Since I was young, I have always been passionate about business. I can use this passion for the betterment of society. As I continue to build my practice, the idea of compassion and conviction towards every client remains a steady, fundamental belief, regardless of whether a dollar sign is attached. If you are nearing retirement comfortably and are thinking about leaving a strong legacy behind, if you are scrambling to ensure that you do not outlive the savings that you have worked so hard for, if you are young and want to achieve long-term economic stability, or if you have any questions, large or small, it would be an honor to talk. Feel free to reach out: [email protected], Cell: 802-490-0974
Helping clients across New England build tailored financial strategies to reach their personal and financial goals. I’m licensed in Vermont, New Hampshire, New York, Michigan and Massachusetts and authorized to offer fixed income products, life insurance, accident, and short-term disability coverage. Dedicated to providing trusted guidance and long-term financial solutions.
• Enhanced customer win rates by identifying and capturing key market segments through data analysis for the UPS Singaporean team. • Developed and executed strategic marketing initiatives to drive brand awareness and increase customer engagement. • Collaborated with cross-functional teams to optimize marketing campaigns and improve ROI.
Worked with small business owners in building custom tailored employee benefits packages, Enroll clients in different insurance policies, File clients claims, present benefits offerings to participating employees and employers, assist my DSC in managerial tasks
File students' social security numbers to the Department of Homeland Security Answer phone calls with professionalism and aide students and staff in finding the proper resources to begin working for on campus jobs
Create and cook foods for customers consumption. Learn how to effectively communicate with peers and customers