Experience

Bridlewood Insurance Services Inc.

• United States
• Insurance
• 1 - 100 Employee

• Medicare Insurance Broker

  • Jul 2022 - Present

  Helping people navigate Medicare - I am licensed in 25 states! Helping people navigate Medicare - I am licensed in 25 states!



HomeSmart

• United States
• Real Estate
• 700 & Above Employee

• Realtor

  • Mar 2019 - Present



Integrity Health Advisors

• Parker, Colorado, United States

• Medicare Insurance Broker

  • Jan 2017 - Jul 2022

  I am a Medicare Insurance Broker - I help people navigate the alphabet soup of Medicare from getting enrolled to looking across all of the major Insurance carriers to make sure they have the best health benefits for them. I partner with other professionals - Financial Advisors, CPAs, Doctors Offices to be there Medicare Resource when their clients have questions. I also offer educational seminars on Medicare. If you are in need of a trusted Medicare resource, please reach out I would love to introduce myself I am licensed in these states: AL, AZ, AR, CA, CO, FL, IL, IN, ME, MI, MO, NE, NM, NC, OH, OR, PA, SC, TX, UT, WA, WI, WY Show less



Keller Williams Realty, Inc.

• United States
• Real Estate
• 700 & Above Employee

• Realtor

  • Mar 2017 - Mar 2019

  I work with buyers and sellers to help them build their wealth and create long-term stability for their families. I am part of KW Luxury International! I work with buyers and sellers to help them build their wealth and create long-term stability for their families. I am part of KW Luxury International!



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Sr Team Manager Client Experience

  • Jun 2017 - Apr 2018

  Product Management / Marketing for our Managed Account Select Managed offer.

• Sr Manager

  • May 2016 - Jun 2017

  I am currently part of the Managed Investing Client Experience team managing our advised offers, specifically our Managed Account Select (MAS) platform. I work closely with our internal business partners in legal and compliance, Field Integration and the Branch Network.I manage programs and projects involving department and cross-functional teams focused on the delivery of our internal advised offerings. Oversee plans and schedules as well as project budgets. Monitor our MAS offer, interfacing with internal customers and department personnel and leadership stakeholders. Show less

• Program Manager - Schwab Advisor Network

  • Jan 2014 - May 2016

  I am currently part of Affluent Client Experience on the Retail side of Schwab - I manage one of the managed investing offers at Schwab. I work not only with the Branch Network but also with the Independent RIA's that sit on our Schwab Advisor Network Platform.

• Finance Manager - Management Reporting

  • Nov 2010 - Jan 2014

  Reported company metrics at a consolidated level - worked on special projects for management based on business needs. Prepared monthly reporting to be published to the street as well a internal briefing books for all levels of management.



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Medicare Specialist

  • Jan 2018 - Jan 2018

  I specialize in Medicare supplement and Medicare advantage plans. I also work with clients to get them set up on their Medicare part D prescription plan. I specialize in Medicare supplement and Medicare advantage plans. I also work with clients to get them set up on their Medicare part D prescription plan.



North Valley Bank

• United States
• Banking
• 1 - 100 Employee

• Premier Client Manager

  • Aug 2008 - Nov 2010

  Managed a book of affluent clients and pursued additional leads to grow the number of HNW clients. Managed a book of affluent clients and pursued additional leads to grow the number of HNW clients.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Sr Financial Analyst - Investor Relations

  • Feb 2007 - Aug 2008



Sapphire Investor Relations, LLC

• United States
• Public Relations and Communications Services
• 1 - 100 Employee

• Investor Relations Associate

  • Jan 2006 - Feb 2007

  Worked closely with smaller tech companies that were in the process of going public or recently became public. Helped to managed their investor relations programs from getting the right analysts to cover the stock to preparing press releases and earning calls. Worked closely with smaller tech companies that were in the process of going public or recently became public. Helped to managed their investor relations programs from getting the right analysts to cover the stock to preparing press releases and earning calls.