Experience

Doorvest

• United States
• Financial Services
• 1 - 100 Employee

• Senior Account Executive, Team Lead

  • Jul 2023 - Present

• Senior Account Executive

  • Jul 2022 - Aug 2023

• Account Executive

  • Jan 2022 - Aug 2022

  Doorvest is a full service real estate investing platform that helps everyday people buy and own rental homes completely online. What this means is that you can go end-to-end and buy a cash-flowing rental home sitting from the comfort of your couch.



AJ Designs

• United States
• Advertising Services

• Founder

  • Aug 2020 - Present

  We ensure your website is built with the intention to boost your target customer’s experience. We design and maintain websites based off the needs of each client. Whether you are just starting, or needing a revamp and maintenance, we can assist in ensuring a seamless user experience on all platforms, mobile included. We use a user-centric approach, meaning extensive research goes in to our client’s web presence and target market to ensure their website is built with the intention and detail it takes to discover and convert new customers. Outside of web design and maintenance, we offer a variety of marketing solutions including advertising, content creation + management, branding and social media management. Show less



Coltivar

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Sales and Operations Manager

  • Jan 2020 - Nov 2021

  - Assisted with all start-up phases; built websites, created and managed Active Campaign, content creation, product development, sales and all talent recruiting and management (hired and currently manage 10 employees) - Wrote strategic and financial white papers, blogs and market updates on various platforms - Created financial models and market data graphs in Excel including statement of cash flows - Built a digital approach to financial consulting through personalized benchmarks, performance analytics and technical reports regarding strategic and financial health - Consulted clients on strategic financial leadership, transformations, and turnarounds Show less



Bellco Credit Union

• United States
• Banking
• 100 - 200 Employee

• Financial Analyst Internship

  • Jun 2018 - Jan 2020

  • Assisted a team of financial analysts with day to day operations • Set daily mortgage rates in system utilizing multiple databases and financial models • Responsible for data entry of new accounts followed by the development of reports and metrics utilizing Microsoft Excel • Prepared month-end balance sheet and income statement reports • Assisted a team of financial analysts with day to day operations • Set daily mortgage rates in system utilizing multiple databases and financial models • Responsible for data entry of new accounts followed by the development of reports and metrics utilizing Microsoft Excel • Prepared month-end balance sheet and income statement reports



RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Wealth Management Internship

  • Apr 2017 - Jan 2020

  • Consulted with clients to determine financial needs and goals and develop growth plans under the guidance of financial analysts • Utilized solid market and financial data to reinforce recommendations • Monitored markets and recommended adjusted client plans as warranted • Developed new business opportunities by meeting with businesses and corporations to discuss and recommend 401K plan enhancements • Consulted with clients to determine financial needs and goals and develop growth plans under the guidance of financial analysts • Utilized solid market and financial data to reinforce recommendations • Monitored markets and recommended adjusted client plans as warranted • Developed new business opportunities by meeting with businesses and corporations to discuss and recommend 401K plan enhancements



FanQuake

• United States
• Advertising Services

• Data Entry Operator

  • Jul 2015 - May 2016