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Objective

To continue my professional development by utilizing my hard-working and demonstrated skills in problem solving, customer service, financial analysis, leadership, education and interacting with others. 

Work History

Dec 2015Present

Assistant Financial Consultant

Charles Schwab
  • Deepen new and existing client relationships by proactively and re-actively uncovering additional business development opportunities through practice data analysis.
  • Support the business development and relationship building activities of the Sr. Financial Consultant by following up on referrals, identify leads, proactive generate ideas to touch candidates, and engage with prospective clients.
Feb 2015Dec 2015

Financial Advisor

Webster Investments
  • Utilize training, background, and experience in the financial industry to offer appropriate investment products to existing and prospective clients as well as on-going service to all existing clients.
  • Provides clients with a thorough and confidential financial services review to make appropriate recommendations for solutions based upon client objectives, risk tolerance, and suitability requirements.
Mar 2013Feb 2015

Financial Specialist

Santander
  • Determines appropriate financial solutions to meet all banking, borrowing, and investment needs of Mass Affluent prospects and customers by exploring needs, as well as providing outstanding customer service
  • Responsible for growing the profitability, relationship depth and retention of a portfolio of existing customers through telephone outreach and in-person appointments. 
Mar 2012Mar 2013

Financial Advisor Associate

Morgan Stanley Smith Barney
  • Effectively source business prospects and employ client acquisition techniques to grow an existing book of business and service current clients.
  • Consult clients on investment strategies based on their financial objectives
Sep 2008Aug 2011

Assistant Manager

T-Mobile
  • Partner with the Retail Manager to help recruit, develop, motivate and manage a high-performing team.
  • Help sales team meet and exceed individual and team sales goals.

Education

June 2012Present

Doctorate of Business and Administration (International Business)

Walden University

International Business students learn the skills necessary to manage and lead a spectrum of workers, managers, and teams in a global marketplace. Examine the financial implications of conducting business internationally, including how capital investment is undertaken globally and how financial markets and global trade influence investment opportunities. Gain an overview of the effect the world’s financial institutions, have on trade, new markets, and exchange and interest rates. Coursework focuses on the development of writing and critical-thinking skills at the doctoral level.

May 2009Nov 2011

Masters of Business and Administration (Leadership)

Western Governor's University

With a focus on strategy implementation and management, this Leadership MBA program incorporates teamwork development and simulations as well as the knowledge and skills necessary to take on mid- to upper-level management positions in business, industry, and nonprofit organizations.  We developed our MBA program with significant input from experts and business leaders who serve on our Business Program Council. Our National Advisory Board consists of major corporations and foundations that provide ongoing support and advice to the university.

Sep 2004May 2009

Bachelors of Arts (Anthropology)

University of Connecticut

Anthropology studies human beings of all times and places. It examines human biological, cultural and social similarities and differences, and tries to explain them. Because of its broad perspective — which stresses writing, critical thinking, and social analysis — anthropology provides an excellent preparation for a variety of professional and business careers. Anthropology can also be an integral part of the training for life that is the goal of the University’s liberal arts program.

Certifications

2016Present

AWMA®, Accredited Wealth Management Advisor

College for Financial Planning

Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

2016Present

AAMS®, Accredited Asset Management Specialist

College for Financial Planning

Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues.  Additionally, individuals must pass an end-of-course examination that tests the their ability to relate complex concepts and apply theoretical concepts to real-life situations.

Teaching Experience

Baker College

  •  FIN 325 Banking and Financial Institutions
  •  FIN 355 Financial Markets