Experience

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  Maven Financial Partners

  • Austin, Texas, United States

  • Financial Consultant

    • Jul 2022 - Present
    • Austin, Texas, United States

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  AM Capital

  • Austin, Texas, United States

  • Founder, Business Consultant

    • May 2020 - Present
    • Austin, Texas, United States

    I provide business consulting services to small businesses to identify cash flow opportunities within the following sectors: Real Estate, Private Equity, and Business Development. This is completed through Market Research and Analysis, Contract Negotiation, Due Diligence, and Strategic Planning.

• 

  Hispanic Scholarship Consortium

  • Austin, Texas, United States

  • Board Member

    • Aug 2023 - Present
    • Austin, Texas, United States

• 

  Kovitz

  • United States
  • Investment Management
  • 100 - 200 Employee

  • Associate Financial Advisor

    • May 2019 - May 2020

    As Associate Financial Advisor, I partnered with the Chief Financial Officer, Portfolio Managers and The Investment Team to provide technical and client management support to over 200 complex and ultra-high-net-worth client relationships.

  • Operations Associate

    • Aug 2015 - May 2019

    As lead Operations Associate for the AFAM Division of Kovitz, I continued to provide exceptional support to 300+ clients, Chief Operating Officer, and Portfolio Management and Sales teams. Spearheaded the operational integration as part of the Kovitz/AFAM Merger and Acquisition that took place in 2018.The Operations Associate Role with AFAM Capital provided me with opportunity to establish and build over 300 private client relationships. At AFAM, I provided investment operations support to our Institutional Investment team, created and presented client data regarding client trends and cash flows and worked closely on innovate and creative projects to improve inefficiencies with AFAM Capital.

• 

  Charles Schwab

  • Austin, Texas

  • Associate Financial Service Consultant

    • Aug 2014 - May 2015
    • Austin, Texas

    Serving as an ambassador of Charles Schwab, the Associate Financial Services Consultant role served as a pathway to educate and tackle problems for thousands of clients. Within this service-based role, I discussed a variety of financial topics while providing a superior level of service to my clients.

• 

  St. Edward's University

  • United States
  • Higher Education
  • 700 & Above Employee

  • Director Of Basketball Operations

    • Aug 2012 - Aug 2014

    While earning my MBA, I served as the Director of Basketball Operations for the St. Edward’s Women’s Basketball Team. In two years, I provided day-to-day behind-the-scenes as well as game-day and practice support involving: Game-Day Operations and Team Preparation, Game-Day Travel Logistics, Recruiting Visit Travel Logistics, Recruiting Database Maintenance, Managing Team Volunteer Events, and Implemented a State-of-The Art Player Breakdown Software.

  • Sports Information Assistant

    • Aug 2012 - Aug 2014

    While earning my MBA, I worked within the Sports Information Department as a full-time associate. In two years on the Sports Information Team, I provided the following: New Athletic Website Integration, Maintained Athletic Statistic Database, Wrote Player Biographies, Pre and Post Game Reports, and provided support for NCAA Hosted Events on-site.