Experience

Modera Wealth Management

• United States
• Financial Services
• 100 - 200 Employee

• Senior Planning Associate

  • Mar 2020 - Present

  Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $4.95 billion* in client assets, we operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. *regulatory client assets under management as of December 31, 2020 Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $4.95 billion* in client assets, we operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. *regulatory client assets under management as of December 31, 2020


Ameriprise Financial Services, Inc.
• United States
• Investment Banking
• 1 - 100 Employee
• Client Service Specialist/Paraplanner and Registered Staff Member

  • Jun 2018 - Mar 2020


INDIGO Payments

• United States
• Financial Services
• 1 - 100 Employee

• Customer Service Representative

  • Oct 2015 - Apr 2018

  I helped create process documentation for better work flow, helped with operations and sales for account managers, worked with the company's partner organization to help account managers and clients solve technical and payment issues, tracked and followed shipments of various supplies from vendors, and did other tasks as assigned. I helped create process documentation for better work flow, helped with operations and sales for account managers, worked with the company's partner organization to help account managers and clients solve technical and payment issues, tracked and followed shipments of various supplies from vendors, and did other tasks as assigned.


Wells Fargo
• United States
• Financial Services
• 700 & Above Employee
• Personal Banker

  • Jan 2015 - Oct 2015


SunTrust Bank

• United States
• Financial Services

• Financial Services Representative II

  • Oct 2013 - Jan 2015

  I learned from this company about sales and originating various loan and bank products. I am very thankful that I had great branch teammates that were very supportive and had great wisdom. I learned from this company about sales and originating various loan and bank products. I am very thankful that I had great branch teammates that were very supportive and had great wisdom.



Florida Atlantic University

• United States
• Higher Education
• 700 & Above Employee

• Teacher Assistant

  • Oct 2011 - Dec 2012

  -Developed test questions for international marketing, international operations, international monetary policy, and international finance -Assisted professor with research -Communicated with students directly and acted as liaison for professor in professional manner -Knowledgeable about international business negotiations and human resource management -Helped implement changes to teaching material for international business -Developed test questions for international marketing, international operations, international monetary policy, and international finance -Assisted professor with research -Communicated with students directly and acted as liaison for professor in professional manner -Knowledgeable about international business negotiations and human resource management -Helped implement changes to teaching material for international business


Charles Schwab
• United States
• Financial Services
• 700 & Above Employee
• Registered Representative

  • Mar 2010 - Jun 2011