Experience

Creative Benefit Solutions, LLC

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Jul 2021 - Present

  Troy, Michigan, United States



The Burzynski Group

• United States
• Financial Services
• 1 - 100 Employee

• Financial Research and Analysis

  • Apr 2021 - Jul 2021

  Troy, Michigan, United States



Flexible Plan Investments, Ltd.

• United States
• Financial Services
• 1 - 100 Employee

• Team Lead Internal Business Consultant

  • May 2019 - Nov 2020

  Bloomfield Hills Michigan • Mentor/Supervise IBCs in assigned territories. • Complete an annual business plan and update semi-annually. • Maintain over 250 million dollars of AUM and bring on new AUM monthly. • Support my 2 assigned external wholesalers by driving successful bottom line results through effective portfolio analysis and client customization, bringing in investable assets from financial advisors around the country. • Manage 2 internal associates on my team by assigning call rotations… Show more • Mentor/Supervise IBCs in assigned territories. • Complete an annual business plan and update semi-annually. • Maintain over 250 million dollars of AUM and bring on new AUM monthly. • Support my 2 assigned external wholesalers by driving successful bottom line results through effective portfolio analysis and client customization, bringing in investable assets from financial advisors around the country. • Manage 2 internal associates on my team by assigning call rotations, analysis tasks, scheduling obligations with accountability requirements reviewed on a weekly basis. • Developed analytical framework through competitive research; working closely day-to-day to build clients’ portfolios and hit financial targets within the suitability of the client. • Representing the firm, by invitation, at broker dealer events to bolster industry acumen and develop financial sales techniques. • Supported IT finance by monthly CRM validation of customer portfolio/profile information, providing departmental support for improving revenue opportunities.

• Senior Internal Business Consultant

  • Feb 2019 - May 2019

  Bloomfield Hills Michigan • Support my 2 assigned external wholesalers by driving successful bottom line results through effective portfolio analysis and client customization, bringing in investable assets from financial advisors around the country. • Manage 2 internal associates on my team by assigning call rotations, analysis tasks, scheduling obligations with accountability requirements reviewed on a weekly basis. • Developed analytical framework through competitive research; working closely day-to-day to build… Show more • Support my 2 assigned external wholesalers by driving successful bottom line results through effective portfolio analysis and client customization, bringing in investable assets from financial advisors around the country. • Manage 2 internal associates on my team by assigning call rotations, analysis tasks, scheduling obligations with accountability requirements reviewed on a weekly basis. • Developed analytical framework through competitive research; working closely day-to-day to build clients’ portfolios and hit financial targets within the suitability of the client. • Representing the firm, by invitation, at broker dealer events to bolster industry acumen and develop financial sales techniques. • Supported IT finance by monthly CRM validation of customer portfolio/profile information, providing departmental support for improving revenue opportunities.

• Internal Business Analyst

  • Nov 2017 - Jan 2019

  Bloomfield Hills michagan



Hungry Howie's Pizza

• United States
• Food and Beverage Services
• 500 - 600 Employee

• General Manager

  • 2012 - Oct 2017

  Grosse pointe park