Wealth Advisor

• Jan 2021 - Present

Wealth Specialist

• Jun 2019 - Jan 2021

Our firm helps its clients achieve their financial goals by providing holistic, growth-oriented wealth management and tax advice. We create trusting relationships by providing high quality service and solutions. Our values include quality, integrity, commitment, community, and family. Our firm helps its clients achieve their financial goals by providing holistic, growth-oriented wealth management and tax advice. We create trusting relationships by providing high quality service and solutions. Our values include quality, integrity, commitment, community, and family.

District Sales Manager

• Oct 2016 - Jun 2019

· Lead and coach a team of 25 direct and indirect reports in Washington, Oregon, and Idaho· Manage roughly $84M in annual revenue the Food and Mass retail channels generated from 2100 retail outlets· Recruit, train, and develop new and existing team members to fuel talent into the organization· Coach to and develop initiatives that drive business results and attain company sales and share objectives

District Sales Supervisor

• May 2015 - Oct 2016

Retail Sales Representative - Kroger and Walmart Advocate

• Jul 2014 - May 2015

-Customer relationship development and management -Data analysis and sales call preparation -Direct selling and merchandising

Researcher for the UK content team

• Feb 2014 - Jul 2014

- Extensive regional-specific, industry research - Translate, check and process factual data using our content management system - Support to the content team in all areas - Support for the company with other editorial tasks and projects - Extensive regional-specific, industry research - Translate, check and process factual data using our content management system - Support to the content team in all areas - Support for the company with other editorial tasks and projects