Experience

Roots Market & Juicery

• United States
• Restaurants
• 1 - 100 Employee

• Senior Advisor

  • 2022 - Present

• Chief Executive Officer

  • 2011 - 2022

  Ideate, develop, and lead successful launch of raw juice enterprise, expanding from local Dallas delivery to multi-storefront business with nationwide online sales. Steer strategic business planning, financial management, marketing initiatives, and tactical response to industry changes to deliver exceptional products and maximize revenue. • Generated up to $4M in online sales within first 3 years of business launch by investing in production and distribution warehouse, training motivated team, and expanding local delivery to include free nationwide delivery via Amazon. • Initiated rebranding and launch of 4 new Roots Market and Juicery locations throughout Dallas, integrating juice offerings with coffee and plant-based market specializing in fresh organic produce and healthful prepared meals. Show less



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Financial Sales Consultant

  • 2004 - 2012

  Cultivated trusted customer relationships through methodical, collaborative, and respectful approach to fully ascertaining and understanding client needs and challenges and thoughtfully presenting credible and customized solutions, situating clients on path to financial peace and success. Nurtured and grew business with highly valued clients to build equity and consolidate assets within organization while maximizing gross asset portfolio. • Earned President’s Club Award for 3 consecutive years by bringing in over $1M per quarter in new proprietary products, including financial advisory services, investment portfolios, and mutual funds. • Procured personal all-time high of $80M in new business and gross assets and $10M in fee-based advisory products and services in 2012 with dedicated and driven commitment to overcoming obstacles, empowering clients, and achieving professional goals. Show less