Work History

Work History
Jan 2013 - Present

Independent Financial Advisor

Alicea Services LLC

Own and Operate a wealth management business addressing the needs of my clients in:

  • Cash Flow Management
  • Risk Management
  • Retirement Planning
  • Tax Efficiency
  • Investment and Portfolio Analysis
  • Estate Planning
Jan 2012 - Present

Lead Pastor

Bridge of Life
  • Preaching/Teaching Weekly Messages
  • Provide Vision and Strategy
  • Weekly outreach to the assisted living facility
  • Marketplace Ministry
  • Mentoring Juvenile Detention Facility
  • Feeding outreach to homeless
Aug 2011 - Jan 2013

Independent Financial Advisor

Waddell & Reed
  • Provided my clients with strategies to address the six key areas of Financial Planning including Cash Flow, Risk Management, Retirement, Tax Efficiency, Investments, and Estate Planning
  • Identified and developed investment portfolios tailored to each clients desired objective
  • Acquired and maintained client relationships
2008 - 2012

Public Speaker/Consultant

Self-Employed Public Speaker
  • Public speaking engagements.
  • Contact management.
  • Interim Pastoral work at several churches in transition.
2010 - 2012

Susie Tolbert Elementary
  • Classroom management
  • Student portfolio management
  • Curriculum development and implementation
  • Implementation of Response to Intervention (RTI) through the use of SmartBoard Technology and Online Manipulatives
  • School-appointed Computer Access Administrator and School Technology Contact (STC)
  • Closed Caption Television and Morning News Broadcast Director
2007 - 2010

Substitute Teacher

Kelly Educational Services
  • Classroom management.
  • Long-term substitute teacher.
  • Became a Certified teacher for Business Education.
  • Became a Certified teacher for Middle School integrated learning.
2006 - 2008

Senior Pastor / CEO

Maranatha Assembly of God
  • Fulfilled liturgical duties
  • Short and Long range planning
  • Vision Casting
  • Volunteer Coordination
  • Rebuilt a fractured relationship between Board and Executive team.
  • Conducted Leadership training seminars
  • Planned, reviewed, and tweaked the annual budget
  • Brought the organization back into compliance with State and Federal regulations for nonprofit organizations
  • Led several fund raising campaigns
2004 - 2006

Associate Pastor

Way of Life Assembly of God
  • Coordinated and led weekly services and events
  • Led several Leadership training sessions
  • Served on planning and vision committees
2003 - 2004

Youth Minister

Cape Coral Assembly of God
  • Planned and conducted weekly services and events
  • Undertook change management for several inefficient programs
  • Oversaw the creation of an innovative program that reached a previously untouched demographic
2003 - 2004

Shipping/Receiving Specialist

Hosanna Book Store
  • Processed purchase orders and daily receipts.
  • Trained new employees and delegated duties.
  • Implemented new bar code system that streamlined the shipping/receiving process.
1997 - 2002

Student Ministries Pastor/OutReach Director

Faith Temple Assembly of God
  • Planning and Conducting weekly services and events
  • Coordinated and trained volunteer workers
  • Directed community needs outreach
1999 - 2000

Public Speaker/Club Coordinator

Project SOS Inc.
  • Public Speaker
  • Club Coordinator
  • Aided in Grant Writing
  • Called to advocate before District School Board
1993 - 1999

Medical Laboratory Technician

U.S. Navy
  • Managed the blood bank’s $250,000 yearly budget.
  • Supervised approximately nine junior enlisted service personnel.
  • Performed S.W.O.T. analyses to evaluate and increase the productivity of the blood bank.

Education

Education
2007 - 2009

MBA

Western Governors University
2004 - 2006

Bachelors of Science

University of Phoenix - North Florida Campus

Graduated with Honors

1997 - 2003

Diploma

Global University of the Assemblies of God

Skills

Skills

Computer Literacy

Excelled Knowledge in the use of computer programs including Microsoft Office Suite, Photoshop, and various database/SQL programs.

Bilingual Enlish/Spanish

I speak Spanish and English fluently.

Significant Boards and Committees

Board Treasurer, Country Creek VII Community Association, Jacksonville, FL

Survey Committee, First Coast Hispanic Chamber of Commerce, Jacksonville, FL

Board Member, Kiwanis Club of Historic St Augustine, St Augustine, FL

Cover Letter & Video Presentation

Certifications

Certifications
May 2004 - Present

Licensed and Ordained Minister

Assemblies of God
Aug 2009 - Present

Certified MBA

International Certification Institute, LLC
2011 - 2014

Series 7 & 66 Securities License

FINRA
2011 - 2013

Florida Life, Health, & Variable Annuities License

Florida Department of Financial Services
Jan 2009 - Jan 2012

Florida Teachers Certificate Business Education

Florida Department of Education