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Charleston, SC | EMAIL AVAILABLE | PHONE NUMBER AVAILABLE | LINKEDIN LINK AVAILABLE
SUMMARY
Motivated professional skilled in building client relationships and delivering exceptional service to drive mutual success.
Eager to transition into medical sales to leverage my expertise in forging meaningful connections and achieving sales
targets
PROFESSIONAL EXPERIENCE
The Siegfried Group (Remote)
Recruiting Coordinator April 2022 Present
Performance: 124% in 2022, 110% in 2023, on track for 100%+ in 2024.
Achieve quota across 6 markets, fostering strong regional team collaboration.
Manage rapid flow of pipeline processes and leads using cloud ERP and CRM systems such as PowerBI and SalesForce.
Utilize relationship-building strategies to recruit top talent and successfully execute monthly quotas.
Serve as the primary client liaison, skillfully presenting company overview & objectives in compelling and persuasive manner.
Ranked in top 10% of colleagues 2022 - 2024.
Novinger, Ball, & Zivi Knoxville, TN
Staff Accountant, Wealth Management Associate August 2021 April 2022
Prepare tax work-papers in accordance with applicable accounting regulations and standards required to produce tax returns.
Maintain efficient workflow management within tight deadlines to ensure deliverables are completed accurately and timely.
Advise on Cyber Security Committee to enhance and enforce Firm cyber policies.
Analyze client profiles and financials in order to construct tax efficient retirement plans for clients from $500-5Million AUM.
SmartBank Knoxville, TN
Accounting/Finance Intern May 2020 August 2020
Conducted nancial analysis and provided insights on loan portfolios
Compiled SEC public ling requirements for corporate growth strategies.
Property Council of Australia Sydney, Australia
Commercial Sales Intern June 2019 July 2019
Prospecting and cold-calling strategic targets and building upon relationships to produce successful stakeholder negotiations.
Utilized cloud-based engagement management system to input client data, enhance, and cleanse inaccurate data to improve accuracy
and value of associated business decisions.
EDUCATION
The University of Tennessee, Knoxville, Haslam College of Business Knoxville, Tennessee
Bachelor of Science in Business Administration | Major: Accounting/International Business
The University of Sydney Business School Sydney, Australia
International Human Resource Management
LEADERSHIP & INVOLVEMENT
Webb School of Knoxville Young Alumni Board Board Member (2023 Present)
Junior League of Charleston
Alpha Delta Pi, University of Tennessee Alumni (Recruitment Team 2017, 2018)
Knoxville Leadership Foundation Amachi Mentor
Haslam College of Business Peer Communications Consultant
Leadership Knoxville Scholars
Deloitte Audit Innovation Challenge - selected by Deloitte on team of 6 out of entire class to compete with other university
accounting students across the nation.
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