Educate financial advisors on the costs associated with moving locations, and make sure we match their long-term growth plans.
Developed better processes and procedures for our department by utilizing field feedback.
Establish relationships with field leaders to better help educate them on real estate needs and explain how we can help achieve their vision.
Find solutions to complex real estate problems through collaboration with internal team members, as well as with external project leaders, to develop the best possible solutions for our financial advisors.
Senior Transaction Coordinator
Cushman and Wakefield
St. Louis, MO
06.2021 - 12.2022
Worked Directly with Edward Jones Financial Advisors to find Office locations to lease
Negotiated on behalf of Edward Jones on leasing agreements
Monitored construction once leases were executed
Apart of the talent and development team training new hires
Developed better organizational methods for our team
Outside Sales Representative
Universal Windows Direct
Maryland Heights, MO
01.2021 - 03.2021
Built relationships with prospective customers
Conducted presentations to prospective customers on products and services
Routinely met weekly sales goals
Coordinated sales efforts with other team members
Intern
Northwestern Mutual
Fairview Heights, IL
05.2020 - 09.2020
Developed a database of clients
Performed initial outreach to potential clients to schedule meetings and request referrals
Conducted client presentations on custom financial planning experience
Warehouse Associate
Motion Industries
Maryland Heights, MO
07.2014 - 12.2016
Coordinated efforts to ensure sales orders were accurately filled on schedule
Managed and tracked cyclical inventory product and procedures
Maintained client relationship to guarantee a high level of service from assembly to delivery
Education
Bachelor of Science - Business Administration, Marketing and Management
Southern Illinois University Edwardsville (SIUE)
12.2020
Associate in Science - Focus in Business
Lewis and Clark Community College (LCCCC)
05.2018
Skills
Missouri Broker/Salesperson license
Microsoft Excel
Microsoft Teams
Microsoft PowerPoint
Reflex operating system
Microsoft Word
Real estate strategy
Lease negotiation
Timeline
Branch Real Estate Consultant
Edward Jones
12.2022 - Current
Senior Transaction Coordinator
Cushman and Wakefield
06.2021 - 12.2022
Outside Sales Representative
Universal Windows Direct
01.2021 - 03.2021
Intern
Northwestern Mutual
05.2020 - 09.2020
Warehouse Associate
Motion Industries
07.2014 - 12.2016
Bachelor of Science - Business Administration, Marketing and Management
Practice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward JonesPractice Management Strategy Consultant: New Business & Client Service Campus Diversity & Inclusion Strategist at Edward Jones