Columbus, Ohio Metropolitan Area
Farmer School of Business graduate—ranked as a top public business program—with 2+ years of experience in the financial services arena working with Huntington National Bank, Morgan Stanley, and Selby Jennings. Demonstrated ability to optimize the client experience, achieve service deliverables, maintain compliant records, and field various client requests and account inquiries. Leverage strong analytical, organizational, and communication skills to counsel clients, mitigate risks, cultivate relationships, and support portfolio growth. ★ ★ ★ Graduating from Miami University with a Bachelor's degree in Finance at the end of 2020, I had already completed a summer internship with Huntington National Bank where I supported their IT Finance organization. Joining Morgan Stanley as a Client Service Associate, I next worked as a member of the Virtual Client Solutions team and assisted clients and participants. Within this remote environment, I applied the lessons I learned from my parent's business, working with discipline, commitment, and a focus on service. ★ ★ ★ Moving into a Registered Client Service Associate role, I joined a team of exceptionally seasoned financial advisors new to the Morgan Stanley logo. With the goal of learning under their tutelage, I secured my Series 7, 63, and 65 licenses and engaged with clients to process transactions and handle estate needs. In addition, I gained experience in client administration functions, collecting data and documentation, updating accounts, and ensuring total compliance with regulatory requirements and brand standards. ★ ★ ★ Next, deciding to gain experience in an alternate space in the industry, I joined Shelby Jennings as a Recruitment Consultant and begin sourcing experienced and executive talent for financial services positions. Serving as the first member of my cohort training group to close a deal, I once again applied my diligence to assess clients' needs, my work ethic and commitment to learn a new space quickly, and my authenticity to cultivate relationships vital to success.
★ Recruited to partner with clients—world-leading financial institutions to fintech startups—to define talent needs, source and screen top candidates, facilitate interviews, present offers, and hold ownership of the end-to-end recruitment lifecycle. ★ »» Sourced candidates for experienced and executive positions in investment and wealth management, sales, trading, and more. »» Served as the first member of training cohort to close a deal, excelling in understanding and meeting clients’ needs. »» Built go-to-market plans to fuel efficient and effective talent acquisition, building a robust pipeline of candidates.
★ Supported a team of two seasoned financial advisors—new to the organization—in maintaining and growing their books of business, performing account servicing, addressing queries, resolving issues, and elevating clients’ service experiences. ★ »» Onboarded new clients and maintained existing accounts, collecting information and documentation to drive compliance. »» Processed money transfers—wire and ACH transactions—with speed and accuracy, in addition to handling estate needs. »» Secured Series 7, 63, and 65 licenses, learning from financial advisors with 70+ years of combined industry experience.
★ Selected for this competitive, full-time, 10-week program, providing business experience, project assignments, and leadership lessons while serving as a member of the Virtual Client Solutions team and assisting clients and participants globally. ★ »» Cultivated client relationships and shaped an exceptional customer experience synonymous with the Morgan Stanley brand. »» Excelled in a 100% remote environment necessitating a high level of discipline, self-initiative, and performance accountability. »» Achieved quality assurance expectations by accurately processing requests, initiating transfers, and updating client data. »» Fielded a high volume of inbound inquiries from plan participants, working diligently to ensure first-call resolution.
★ Joined the IT Finance organization, gaining breadth and depth of exposure to the industry by participating in weekly budget approval meetings, shadowing and observing key process stakeholders and leaders, and developing monthly capital reports. ★ »» Developed and delivered presentation on a net book value report to support the planning of technology asset upgrades.