Experience

Crest Capital Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Private Wealth Associate

  • Nov 2020 - Present

  San Diego, California, United States



Strategic Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Manager

  • Feb 2019 - Nov 2020

  El Paso, Texas, United States -Produce in-depth financial plans through eMoney - Specialize in case design of tax advantage retirement income flows through use of qualified, non-qualified and LIRP life insurance -Attend client meetings to gather information, asses financial needs and goals, and present the technical side of various investment strategies -Serve as a client contact for day-to-day investment questions



Flor Insurance Group LLC

• United States
• Insurance
• 1 - 100 Employee

• Commercial Insurance Producer

  • Aug 2017 - Jan 2019

  El Paso, TX -Generated a minimum of $150,000 in new business each month -Developed contact program that increased annual customer retention by over 15% -Reviewed tenant contracts and safety manuals to ensure legal compliance -Trained all new hires in Commercial and Health Insurance