Experience

Merriman Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Aug 2022 - Present

  Seattle, Washington

• Associate Advisor

  • Jun 2018 - Aug 2022

  Seattle, Washington



Enterprise

• United States
• Travel Arrangements
• 700 & Above Employee

• Management Trainee Intern

  • May 2017 - May 2018

  Rexburg, ID • Awarded as the top intern upon completion of the management training program which included responsibilities across customer service, finance, sales, and marketing • Participated as part of a cross-functional team of 4 to assess the current recruiting strategies on college campuses • #1 ranked management trainee for the entire region of Utah and Idaho for the month of July



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Associate

  • Sep 2016 - Apr 2018

  Rexburg, ID • Completed H&R Block’s unpaid 60 hour course, providing necessary knowledge to meet clients’ needs • Promoted to experienced tax associate over 80+ other employees in the district by demonstrating advanced understanding of tax law • Contributed $26,000 of revenue as a result of completing 104 tax returns and achieving the 2nd highest product attach rate on the team



Aptive Environmental

• United States
• Environmental Services
• 700 & Above Employee

• Sales Representative

  • Apr 2016 - Sep 2016

  Cincinnati Area, KY • Worked 70+ hours a week generating $105,000 of revenue for the company • Demonstrated communication skills by selling 227 accounts, 2nd only to the manager on a team of 20 • Achieved personal sales record during the final month due to utilizing positive thinking and an optimistic attitude



BYU-Idaho Integrated Business Core Practicum

• Chief Financial Officer

  • Jan 2016 - Apr 2016

  Rexburg, ID • Prepared pro forma financial statements for the startup company resulting in a correct supply of inventory • Analyzed financial data to create variance reports which allowed the company to surpass its goal and achieve $14,000 of revenue in 9 weeks • Led the finance team through proper delegation, accountability, and training which resulted in the highest department score in the company



Preventive Pest Control

• United States
• Consumer Services
• 1 - 100 Employee

• Co Sales Manager

  • Apr 2015 - Sep 2015

  Phoenix, Arizona Area • Motivated and trained a team of 8 in successful sales skills and time management



Preventive Pest Control

• United States
• Consumer Services
• 1 - 100 Employee

• Sales Representative

  • Apr 2014 - Aug 2014

  Houston, Texas Area • Sold 201 accounts, 3rd highest in the company and highest among all 1st year representatives, as a result of solid interpersonal skills and a desire to never settle for less • Showcased creative problem solving skills by overcoming multiple concerns within each conversation



Brigham Young University - Idaho

• United States
• Higher Education
• 700 & Above Employee

• Private Tutor

  • Jan 2014 - Apr 2014

  Rexburg, Idaho Instructed students in science while clarifying misunderstood concepts and answering questions.