Experience

Ascent Wealth Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Oct 2022 - Present

  •Oversee all day-to-day operational activities that support the advisor’s ability to deliver a fantastic client experience •Ensure all transaction processing follows internal procedures and compliance regulations •Maintain the complete technology stack, taking ownership and understanding of all tools and their various functions •Monitor and oversee third-party vendor performance •Oversee all day-to-day operational activities that support the advisor’s ability to deliver a fantastic client experience •Ensure all transaction processing follows internal procedures and compliance regulations •Maintain the complete technology stack, taking ownership and understanding of all tools and their various functions •Monitor and oversee third-party vendor performance


Caliber Home Loans, Inc.
• Financial Services
• Production Assistant

  • Jan 2021 - Jun 2021

Pacific Capital Resource Group
• United States
• Financial Services
• 1 - 100 Employee
• Investment New Business Specialist

  • Nov 2018 - Nov 2020


Maggiano's Little Italy

• United States
• Restaurants
• 1 - 100 Employee

• Catering Sales Manager

  • Jul 2015 - Nov 2018

• Banquet Sales Assistant

  • Jan 2013 - Jun 2015