Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Committee Member
Buckhead Coalition
Atlanta
01.2024 - Current
Served as a liaison between Buckhead residents/business owners and the City of Atlanta
Attended meetings, listened to presentations and discussed various topics with other committee members.
Collaborated with City of Atlanta to develop recommendations on policy issues related to the committee's mission.
Participated in educational sessions and workshops designed to increase knowledge of relevant topics.
Vice Chair
Buckhead Council of Neighborhoods
Atlanta
02.2023 - Current
Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and meeting agendas concerning topics of education, transportation, traffic, community development and government services
Invoiced and collected yearly dues
Represented the organization at meetings with local business leaders, government officials, media outlets.
Volunteer
Happy Tails Pet Therapy
Atlanta
06.2022 - Current
Trained and registered with American Kennel Club, my own dog as a therapy pet
Organized and maintained records of volunteer hours and donations.
Visit local senior living facilities, schools, hospitals for stress relief.
Vice President
JP Morgan Chase
Atlanta
09.1995 - 07.2012
Served as a primary relationship manager for institutional clients including municipalities, asset managers, pension funds and bank portfolios, selling tailored investment solutions across fixed income, tax-exempt, and structured products.
Collaborated with trading desks and research analysts. Researched market strategies and trade ideas that aligned with each client’s investment strategy. Executed and managed high-value transactions while complying with regulatory entities. Ensured operational accuracy and risk mitigation.
Maintained knowledge of monthly economic indicators, market trends and global markets.
Director of Marketing and Media / Client Representative at Platinum Wealth Management of BuckheadDirector of Marketing and Media / Client Representative at Platinum Wealth Management of Buckhead