Experience

Copper Leaf Financial

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Aug 2020 - Present

  Williston, Vermont, United States



Bridge Financial Partners, LLC

• Financial Advisor/ Vice President Wealth Management

  • Sep 2019 - Aug 2020

  Fort Mill, SC Worked within a team environment to address personal and business financial goals including, but not limited to: • Budgeting • Investment research and allocation strategies • Retirement planning and insurance reviews • Estate planning • Risk management



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Premier Banker

  • Mar 2018 - Sep 2019

  Worked primarily with high net worth clients Engaged clients in meaningful financial conversations that include understanding what is important to them and identifying their needs and goals. Informed clients of appropriate options available to help them achieve their financial goals Introduced those clients to specialists who can assist in specific goals as needed Managed risk by maintaining appropriate controls to ensure operational integrity and compliance with… Show more Worked primarily with high net worth clients Engaged clients in meaningful financial conversations that include understanding what is important to them and identifying their needs and goals. Informed clients of appropriate options available to help them achieve their financial goals Introduced those clients to specialists who can assist in specific goals as needed Managed risk by maintaining appropriate controls to ensure operational integrity and compliance with applicable regulations, policy requirements and audit procedures Worked within a team including participating in meetings and collaborating in order to help achieve team objectives Show less

• Wealth Management

  • Jul 2016 - Mar 2018

  Worked within a team environment to address personal and business goals including: • Budgeting • Investment research and allocation strategies • Retirement planning and insurance reviews • Estate planning • Risk management



ITT Technical Institute

• Higher Education
• 700 & Above Employee

• Business Instructor

  • 2015 - 2016

  Developed and managed syllabus materials Coordinated coursework and curriculum with the academic department chair Facilitated classroom instruction, teaching the assigned classes in accordance with learning plans and class objectives Evaluated student performance and assisted with additional instruction and tutoring as needed