Responsible for managing financial components of advisor recruiting packages, including structuring, tracking, and validating transition incentives and loan agreements.
Tasked with partnering cross-functionally with leadership, branch managers, and advisors to ensure alignment on recruiting deal terms and financial execution.
Analyze financial data to generate reports to further support recruiting strategy and business decision-making.
Business Development Representative
10 Months
ReliaQuest | 07.2025 - 05.2026
Generated and qualified new business opportunities through outbound calls, email campaigns, and lead follow-up in targeted markets.
Researched accounts and identified key stakeholders to introduce ReliaQuest’s cybersecurity solutions.
Collaborated with account executives and partners to schedule meetings and advance opportunities through the sales funnel.
Developed excellent phone skills as a majority of the day was spent interacting with customers and prospects via phone.
Education
Bachelor - Public Relations and Advertising
THE UNIVERSITY OF TAMPA | Tampa, FL | 05-2025
RADFORD UNIVERSITY | Radford, VA | 05-2022
Accomplishments
NCAA Division I Men's Soccer, Radford University 2021-2022
NCAA Division II Men's Soccer, University of Tampa 2022-2023
Student Government Representative at the University of Tampa