Poised Finance + Lifestyle

I am a personal finance expert, content creator, and educator for the Poised Finance + Lifestyle brand.

Owner

Ameriprise Financial Services, Inc.

Thompson and Associates
Private Wealth Advisory Practice

Client Services

Hoover Luster Wealth Management Group, an Office of MetLife

• Organized informational client and prospect workshops on new technology and financial planning topics.
• Oversee marketing initiatives including Sales Force maintenance, mailing newsletter, print ads and client events.

Financial Services Team Associate

University Student Union, Inc.

• Administered the Capital Outlay and Administration Budget totaling $1.1 Million.
• Maintained and analyzed detailed accounting records/documents, audited spending reports and improved internal record keeping procedures.
• Won April’s Student Employee of the Month for the process improvement, design, and implementation of the new Budget Schedule for twenty-three University Student Union (USU) departments.
• Verify, reconcile, and approve charges on Executive Directors Corporate Credit Card Report.

Administration Operations Intern

Merrill Lynch

• Achieved great exposure to key aspects to the financial and wealth management division along with numerous investment tactics, portfolio creations and analysis, relationship building and client interaction.
• Gaining insight on strategic alternatives for client’s current asset allocation, qualified plan solutions and 529 plans for clients short and long term goals.

Client Associate Intern

Target

Retail Cashier and Guest Service

🇩🇴 Financial Wellness 
💰Helping you manage your finances and lifestyle with poise. 
🖐🏽 Creator of the High-5 Banking Method 
👩🏽‍💻 Speaker & Host| Blogger | Content Creator
💸 Debt Free of $99k within 5 Years

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