Sales Executive

• Oct 2021 - Present

Sales Executive

• Oct 2021 - Present

Help to navigate the sometimes confusing and stress Transportation and Logistics Industry. Advise customers on transport and payment methods from dock to door.

Senior Business Advisor

• May 2019 - Oct 2021

As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is to gain the knowledge you need to go on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the correct planning and preparation, you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a… Show more As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is to gain the knowledge you need to go on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the correct planning and preparation, you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a passionate team of professionals at Generational Equity. With a wealth of experience across a vast range of industries, no one understands business owners as we do. Daily outreach and B2B experience, regularly consultant c-level executives on business initiatives, expanding generational equities footprint and book of business. Highly motivated and passionate sales executive with a hunter midset. Show less As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is to gain the knowledge you need to go on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the correct planning and preparation, you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a… Show more As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is to gain the knowledge you need to go on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the correct planning and preparation, you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a passionate team of professionals at Generational Equity. With a wealth of experience across a vast range of industries, no one understands business owners as we do. Daily outreach and B2B experience, regularly consultant c-level executives on business initiatives, expanding generational equities footprint and book of business. Highly motivated and passionate sales executive with a hunter midset. Show less

Financial Services Representative

• Apr 2018 - May 2019

Associate Financial Advisor

• Aug 2017 - Feb 2018

Financial Consultant

• Oct 2011 - Jul 2017

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Equities Specialist

• Nov 2010 - Oct 2011