University at Albany, SUNY

University of New Hampshire

Sr. Client Associate at J.P. Morgan

Albany, New York, United States

J.P. Morgan

Sr. Client Associate

Charles Schwab

Client Relationship Specialist

- Completed training for wealth and retirement income plans. Trusted to complete multiple wealth plans for clients with varying level of assets, risk aversion, and complexity•Redesigned Discovery Template for presentations to prospective clients to redefine how we engage with clients and prospective clients and prepared portfolio reviews for annual client meetings •Received Digital Wealth Management training and certification, fluent on the Merrill Lynch Wealth Management Workstation + and gained a complete understanding of Salesforce•Increased client usage of Merrill Lynch’s digital capabilities by reaching out to clients; enrolling them in 1 to 2 services per call•Conducted a 15-minute presentation to 60 Client Associates; provided knowledge and instruction on how to increase the use of technology by Merrill Lynch clients

Merrill Lynch

Financial Advisor Summer Analyst Intern

- Assist Treasurer and CPA in preparation of annual budget, Federal and State tax forms, including sales tax exemptions, receive checks and manage balance sheets•Command all aspects of fundraising events, including outreach and facilitation of donors or sponsors, managing pre-event logistics and day-of coordination• Trusted to manage front-end and back-end of non-profit organization operations; Endorsing the mission and conveying strategic initiatives•Formalized and conceptualized educational drug prevention program to be delivered to various youth sports organizations in the Capital Region• Collaborate with community members and law enforcement to endorse and participate in programming and initiatives

Trails2Prevention, Inc.

Junior Board Member

- Implement marketing, employee referral program and planning strategies to increase sales growth.•Maintain accurate records utilizing proprietary computer system.•Answer telephone inquiries and communicate pertinent OTF information to potential members.•Lead OTF studio previews with prospects and fitness program holders.•Greet members and guests promptly in a professional and welcoming manner.•Assist in planning OTF events promoting diversity, teamwork and unity for members and staff.•Implemented effective customer care calls to members and prospective OTF clients. Improves member satisfaction.•Implement and manage process of on-boarding OTF members and adhere to all policies and procedures set forth by management.

Orangetheory Fitness

Sales Associate

Danielle Palmiotto