• Series 6 & 7 certified
  • Business strategy planning
  • Business forecasting
  • Proven thought leadership
  • Interpersonal communication
  • Presentation
  • Excellent customer service
Dawson's Financial Consulting Firm
Mid-Level Account Consultant

Continually develops customized consulting techniques to successfully maintain and increase mid
to top-level accounts, leading to a current revenue increase of 25%
Strategically streamlines processes and systems to effectively forecast firm growth and maintains active relationships with key decision-makers in the firm's top and mid-tier accounts
Partners monthly with product and field marketing teams to gain tangible lead generation from email marketing opens/clicks, social media impressions and focus group participation/responses
Work cross-functionally to optimize firm's return on investments with client decision makers and C-suite financial leadership while maintaining year-after-year growth and positive client relationships
Little Rock Financial Consulting
Jr. Account Consultant

Answered inbound calls from clients and used active listening to help troubleshoot their account details, payment processing, account billing and technology challenges
Helped mid
and senior-level consultants with required client paperwork processing, pipeline management and business forecasting strategy
Explained the firm's financial services to existing customers and prospects, both in-person and over communication software, providing viable follow-up leads to mid
and senior-level consultants
Managed three low-level accounts and grew each account's penetration rate by 8-10% year after year
The University of Nebraska
Bachelor of Science in Finance
  • Spanish  (Conversational)
  • English  (Conversational)