Experience

Southwestern Investment Group

• United States
• Financial Services
• 1 - 100 Employee

• Financial Associate

  • Jan 2022 - Present

  Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment advisor. Southwestern Investment Group and Atchison Wealth Team are not registered broker-dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info”… Show more Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment advisor. Southwestern Investment Group and Atchison Wealth Team are not registered broker-dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Show less



First National Bank of Omaha

• United States
• Banking
• 500 - 600 Employee

• Wealth Management Client Service Manager

  • Aug 2019 - Dec 2021

  Omaha, Nebraska Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. First National Bank of Omaha and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered… Show more Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. First National Bank of Omaha and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

• Analyst Corporate Compliance

  • Apr 2018 - Aug 2019

  Omaha, Nebraska

• Management Trainee

  • Jun 2017 - Apr 2018

  Omaha, Nebraska - Completed a comprehensive development program, which provided exposure to the financial services industry and developed leadership skills and practices. - Program components included: professional development, business unit rotations, short term projects and community involvement. - Project Work: Business Object Reports Conversion, CTS Data Clean-Up, Customer Service Representative, Commercial Business Unit Enhanced Due Diligence, Corporate Marketing Direct Mail Audit, United Way… Show more - Completed a comprehensive development program, which provided exposure to the financial services industry and developed leadership skills and practices. - Program components included: professional development, business unit rotations, short term projects and community involvement. - Project Work: Business Object Reports Conversion, CTS Data Clean-Up, Customer Service Representative, Commercial Business Unit Enhanced Due Diligence, Corporate Marketing Direct Mail Audit, United Way Auction Committee. - Community Service: College Career Fairs, NEST Savings Account Booth, Traveling Nebraska Children's Museum, Shakespeare on the Green, Open Door Mission, Lauritzen Gardens Antique Show, Brew HaHa.



Enterprise Rent-A-Car

• United States
• Real Estate

• Management Trainee Intern

  • May 2016 - Aug 2016

  Greater Omaha Area



Opportunity on Deck

• United States
• Sports

• Soccer Coordinator

  • Mar 2016 - May 2016

  Des Moines, Iowa Area



ChildServe

• United States
• Hospitals and Health Care
• 300 - 400 Employee

• Skill Development Assistant

  • Nov 2015 - May 2016

  Johnston, IA



West Des Moines Soccer Club

• Spectator Sports
• 1 - 100 Employee

• Soccer Coach

  • Aug 2015 - Dec 2015

  - Coached groups of 9 and 10 year old soccer players from around the Des Moines area. - Managed their activities and drills to ensure they are developing as soccer players, while still having fun. - Encouraged sportsmanship by the children as they strive to compete and succeed.



Universal Restoration DBA Universal Flooring

• Warehouse Assistant

  • Jun 2012 - Aug 2015

  Greater Omaha Area - Delivered necessary supplies to contractors within the company. - Managed and cleaned company facilities. - Organized company equipment and supplies into meaningful systems that enabled easier location. - Recorded delivery logs for equipment delivery to job locations.