Advisor

• Advise first- and second-year students on course selection, Trinity curriculum requirements, and major exploration
• Explain academic policies, degree timelines, grading options, and institutional regulations
• Monitor academic progress and maintain detailed, confidential advising records
• Support students through academic transitions or difficulties and refer them to relevant campus resources
• Provide inclusive, developmentally appropriate support for diverse student populations
• Support quad-based orientation sessions, academic workshops, and community-building events
• Collaborate with faculty-in-residence, peer mentors, and faculty fellows on quad programming
• May teach a 0.5-credit first-year seminar or reflective advising course
• Coordinate advising and support with Academic Deans, Senior Quad Advisors, and campus offices
• Participate in team meetings and cross-functional training
• Share insights and trends with advising leadership to improve the advising model
• Participate in professional development and advising-related training
• Contribute to assessment efforts, surveys, and feedback collection
• Stay informed about university policies, academic programs, and student support initiatives

Quad Advisor supporting undergraduate academic planning at Duke University

Quad Advisor

Quad Advisor supporting first- and second-year students at Duke University, a leading research university. Providing academic advising, student support, and residential programming in Durham.

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience, handling sales and service, identifying opportunities, and making referrals to internal business partners
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through an exceptional client experience
• Apply product and procedural knowledge to solve client problems appropriately and efficiently
• Develop and implement investment and insurance strategies and determine suitable products
• Present financial recommendations and guidance to clients
• Establish and monitor individual financial plans and recommend changes as needed
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines

Wealth Advisor developing investment, insurance, and financial plans for PNC clients

Wealth Advisor

Wealth Advisor developing investment, insurance, and financial plans for PNC clients. Growing client relationships, referrals, and wealth-management business across North Carolina.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Serve as the primary academic advisor for first- and second-year students within assigned residential quads
• Guide students in course selection, degree planning, curriculum requirements, major exploration, and academic goal-setting
• Help students understand academic policies, graduation requirements, grading options, and key institutional processes
• Support students through academic challenges and transitions by connecting them with appropriate campus resources and support services
• Maintain accurate, confidential advising records and proactively monitor student academic progress
• Foster student growth through developmental advising practices that encourage independence, decision-making, and self-advocacy
• Educate students about opportunities including undergraduate research, global education, internships, and pre-professional pathways
• Supervise and mentor Quad Advisors, providing coaching, performance feedback, and professional development support
• Design and facilitate academic and community-building programs that support student success and engagement
• Collaborate with Academic Deans, Advising Leadership, faculty advisors, and campus partners to coordinate student support strategies
• Contribute to the assessment and enhancement of advising programs and student support services.

Senior Quad Advisor at Duke University supporting first- and second-year students

Senior Quad Advisor

Senior Quad Advisor at Duke University providing academic support and guidance for first- and second-year students. Collaborating across departments to enhance academic success and fostering inclusive student experiences.

• Applies expert knowledge of line of business products, services, and processes to serve as a subject matter resource in the assessment of complaint program risks and opportunities across multiple technologies and business goals
• Leads activities in support of servicing of complaints/inquiries through monitored channels within the organization, providing recommendations to the strategy, performance management, and consistent handling
• Distributes workload, oversees controls oversight, monitors telephone adherence, coaches, and motivates the team to adhere to their responsibilities to achieve organizational metrics
• Leads team projects, initiatives, presentations, and/or events and action plans; reviews, prepares, and approves written responses, member profiles, and executive summaries that meet established standards of appearance and content to represent USAA's executive management group
• Manages and resolves complex complaints and inquiries to assist the team in resolution activities
• Identifies opportunities to mitigate risks including process and procedure gaps and ensures timely changes are made; makes recommendations related to tactical strategies, performance, workload, technology, and operational effectiveness of complaint handling
• Applies expert knowledge for strategic and operational planning and process implementation to ensure that CEO Member Relations advisors are adequately trained, knowledgeable of process, goals, objectives, and strategies to successfully achieve metrics and action plan results
• Assists the team by assuming responsibility for complex complaints/inquiries through various processes and channels to ensure the needs of complainants are met and is a proxy for management including taking over escalated calls from advisors
• Demonstrates advanced knowledge of current policies, procedures, regulatory guidelines and enterprise complaint standards
• Facilitates communications with leadership and provides summaries of findings
• Leads activities to support the Annual Members' Meeting
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

MR Lead Advisor serving as subject matter resource in complaint handling

Member Relations Lead

MR Lead Advisor at USAA handling and resolving complex regulatory complaints. Leading team projects while ensuring compliance with laws and regulations.

• Utilize trade applications and software to analyze import/export data
• Perform HS and ECCN classification, ensuring compliance with US Customs and regulatory requirements
• Act as the client‑facing contact, providing guidance, answering inquiries
• Analyze and interpret data, documentation, and regulatory information
• Develop, track, and present metrics and performance insights
• Identify compliance risks, recommend corrective actions
• Collaborate cross‑functionally with operations, compliance, and regulatory teams
• Stay current on regulatory changes, and industry best practices

Advisor supporting US ECCN and HS classification at Livingston

Advisor in Global Trade Management at Livingston handling HS and ECCN classification for US and international clients. Collaborating with global teams and ensuring compliance in trade practices.

• Independently manage a caseload of Long-Term Disability (LTD) claims from intake through resolution, partnering with claimants, employers, and medical professionals via phone and email to gather and assess information related to disability status and applicable state and federal benefits.
• Conduct initial and ongoing interviews with claimants to gather key information for claim evaluation, while reviewing medical documentation and partnering with clinical and vocational experts to support informed decisions.
• Deliver timely and ethical claim determinations, ensuring consistency with company guidelines and regulatory standards.
• Collaborate with case managers, nurse case managers, vocational specialists, and consulting physicians to support appropriate, ethical, and timely claim determinations.
• Review complex medical records and leverage a variety of tools and resources to determine appropriate claim durations and guide ongoing action planning throughout the claim lifecycle.
• Deliver exceptional customer service by proactively identifying needs and opportunities, while building strong relationships with claimants, employers, and internal partners.

Experienced Long-Term Disability Claims Examiner managing claims in 100% remote environment

Long Term Disability Claims Advisor

Experienced Long-Term Disability Claims Examiner managing claims in a 100% remote environment. Delivering fair and timely claim decisions while collaborating with claimants and medical professionals.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth
• Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business
• Develops best in practice solutions to the most complex business challenges
• Identifies opportunities to change, enhance, or streamline existing business projects and initiatives
• Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm
• Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization
• Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity
• Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace
• Identifies strategic partners and stakeholders to successfully communicate programs strategic impact
• Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners
• May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues
• Monitors, develops and communicates audit testing, control testing and examination requests
• Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions
• Serves as a coach and mentor and on-the-job trainer for other team members
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Business Advisor Lead providing planning and implementation guidance for financial services.

Business Advisor, Lead

Business Advisor Lead providing business planning guidance and solutions for financial services industry. Identifying opportunities for compliance, process improvement, and stakeholder communication in a hybrid work environment.

• The Business Advisor provides franchisees with industry training and support in assigned region while driving profitability, as well as being part of new store launches.
• Building, driving, and implementing a strong Catering program to franchisees
• Implementing franchisee store Startup Program
• Maximize restaurant profits at each location through business performance, P&L reviews, training, and store operation evaluations.
• Oversee the operations of multiple restaurants
• Developing sales strategies and business development plans
• Collaborate with the marketing team to execute local campaigns (active and digital)
• Understanding KPIs & analytics
• Training and reinforcing the franchise model, system, and best practices
• Guide, train, and manage hourly employees, management, and supervisors
• Ensure that all branches follow safety, health, and business laws and regulations and operation of essential equipment.
• Compiling brand compliance data
• Uphold brand standards of excellence and service, guaranteeing quality performance
• Organize and implement training programs for franchisees with increasing brand awareness in your region
• Participating in regional meetings; completing, maintaining, and processing required paperwork
• Maintains a high level of knowledge and skills in all areas of operations and training
• Consults with franchisees to ascertain and define needs or problem areas and determines scope of investigation required to obtain solutions.
• Advises Brand Leader on issues identified through communication with franchisees.
• Following up with franchisees on weekly/bi-weekly basis to ensure the best results.
• Compiles brand compliance data and helps franchisees upgrade their image.
• Completes, maintains, and processes required paperwork, records, and daily reports
• Maintains daily and weekly schedule in Microsoft Outlook (minimum of two weeks in advance).
• Responsible for building and following instructions for new location setups; including having full understanding of tools and ability to use.
• Taking initiative to advance programs that will benefit the brand and all franchisees.
• Travel 50-75% in and outside region.

Business Advisor providing training and support to franchisees at The Great Greek Grill

Business Advisor

Business Advisor providing franchisees training and support while maximizing profitability for The Great Greek Mediterranean Grill. Overseeing operations and implementing sales strategies in assigned regions.

• Provide technical support to Area Sales Manager and their veterinary clients
• Provide technical training to Area Sales Managers
• Help manage technical presence at key veterinary shows and congresses
• Provide technical marketing support
• Provide Competitor Analysis

Veterinary Technical Advisor providing technical support to veterinary practices

Veterinary Technical Advisor

Veterinary Technical Advisor providing technical support to veterinary practices in GA, SC, NC, and North Florida. Offering training and managing technical presence at veterinary shows.

• drive the growth and success of our treasury management business
• deliver sophisticated treasury solutions tailored to complex business needs
• take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals
• act as a trusted advisor to clients and prospects providing insightful guidance and strategic advice on treasury management practices
• oversee portfolio performance, ensuring revenue growth and high utilization of treasury solutions

Treasury Management Advisor III at Huntington driving treasury management business growth

Treasury Management Advisor III – International

Treasury Management Advisor III at Huntington delivering sophisticated treasury solutions and managing complex client needs. Overseeing sales cycles for cash management, liquidity, card, and merchant services deals.

Technical Advisor providing field support for veterinary clients in the Southeastern US

Technical Advisor

Technical Advisor providing in-field support and training for veterinary practices in GA, SC, NC, and North Florida. Passionate about excellent customer service and technical marketing support.

• Strategic HR Consulting - Serves as a trusted advisor to Regional Directors and managers in the Field on a wide variety of people-related and organizational topics including succession planning, leader and team member development, performance management, talent and rewards planning.
• Change Management – Partner with business teams to design and implement a change management plan to support organizational change.
• Workforce Analytics – Understand the financial metrics of the clubs and regions you support and how those relate to HR and talent metrics. Use this data to drive improved performance, retention, and bench building.
• Talent Planning – Consult with leaders on effective talent management and development processes and help develop and implement tactical actions that resonate with the business strategy, challenges, and initiatives.
• Project Management - Design and implement multiple, concurrent projects working collaboratively with various COE partner teams in support of business & HR objectives that will impact team member experiences, growth, and retention.
• Communication - Partner with team members throughout the organization to communicate and educate on policies, procedures, and compliance.

Talent Advisor supporting Field Leadership teams in Human Resources at BJ's Wholesale Club

Field Talent Advisor

Talent Advisor providing strategic HR consulting and support for Field Leadership teams at BJ's Wholesale Club. Collaborating on talent management and development initiatives to enhance employee engagement.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

• Lead the interactive process with associates who have disabilities as defined by the Americans with Disabilities Act and Amendments Act (ADAAA)
• Ensure compliance with ADAAA guidelines set forth by the Equal Employment Opportunity Commission (EEOC)
• Collaborate with key stakeholders—including Legal, Business Unit HR, Corporate Technology, and others—to influence decision-making and implement tailored solutions
• Contribute to strategic efforts that promote accessibility and inclusion across the organization

Accommodation Advisor ensuring compliance with ADAAA guidelines at Fidelity

Accommodation Advisor

As Accommodation Advisor at Fidelity, lead compliance with ADAAA guidelines for associates with disabilities. Collaborate on tailored solutions and promote accessibility and inclusion across the organization.

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