Financial Advisor (April 2008-Present)
Business Manager (October 2005 -April 2008)
Client Associate (February 2000-October 2005)
- As a Manager, worked to drive revenues and decrease expenses as part of the Valley Coast Complex
- Approved new accounts, settled client complaints and lead delivery of services initiatives for over 100 employees
- Demonstrated leadership abilities by acting as the Client Associate Coach for the Complex.
- Member of District Advisory Board 2000-2001.