Enthusiastic professional with a strong foundation in hospitality and customer service. Known for exceptional communication and collaboration skills, contributing to team morale and client satisfaction. Eager to support organizational goals through effective relationship-building and problem-solving.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
Smithfield, RI
04.2025 - Current
Successfully obtained SIE, Series 7, Series 63 licenses, becoming a fully licensed stockbroker.
Provides high-quality customer service by assisting with account maintenance, facilitating money transfers, and executing trades in mutual funds and equities for personal investing accounts.
Builds client trust through proactive engagement in discussions and resolution of concerns.
Selected as Recognition Champion for onboarding team, responsible for celebrating wins of peers and building morale.
Selected as panelist for CS360 events to answer questions from new hires about the role and create excitement surrounding embarking on their Fidelity journey.
Front Desk Agent, Assistant to Concierge, Intern
The Vanderbilt, Auberge Resorts Collection
Newport, RI
06.2023 - 03.2025
Welcomed guests and managed check-in and check-out processes, verifying identity and payment details to ensure smooth arrivals and departures.
Assisted concierge by securing dining reservations, car services, and luxury experience bookings to enhance guest satisfaction.
Verified accurate billing at checkout, ensuring inclusion of incidentals, room rates, and discounts.
Compiled daily reports detailing arrivals, departures, guest feedback, and discrepancies to inform staff and improve service delivery.
Sales Leader in Development
Omni Boston Hotel at the Seaport
Boston, MA
06.2024 - 10.2024
Rotational development through the functions of the Group Sales, Catering, and Convention Services departments.
Attended daily business review and responded to airline RFPs and client inquiries. Led contract turnover process and ensured hospitality during client site visits.
Maintain accounts/bookings and ensure that all information is included in file, i.e. accurate traces, turnover-checklist, history, letters, emails, deposits, etc.
Assistant to Director of Marketing & Membership
NorthRiver Yacht Club - Troon Privè
Tuscaloosa, AL
08.2022 - 05.2023
Addressed member requests regarding reservations, event planning, and membership inquiries to enhance member satisfaction.
Managed hostess stand and concierge desk, ensuring welcoming and efficient member-facing spaces.
Redesigned company website, newsletter, and menu weekly while executing day-to-day administrative tasks to support operations.