Experience

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  Apex Fintech Solutions

  • Dallas, Texas, United States

  • Client Partner

    • Feb 2022 - Present
    • Dallas, Texas, United States

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  Pershe Kaplan Sterling Investments

  • Dallas-Fort Worth Metroplex

  • Client Services Representative

    • Apr 2021 - Feb 2022
    • Dallas-Fort Worth Metroplex

    Application of extensive experience and knowledge across the brokerage industry to service advisory branches, representatives, and investors with solutions regarding investment, cashiering, and asset management operations.

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  Avantax Wealth Management℠

  • Dallas-Fort Worth Metroplex

  • Client Service Representative

    • Dec 2018 - Jan 2022
    • Dallas-Fort Worth Metroplex

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  Mustang Landscaping LLC

  • The Colony, TX

  • Owner / President

    • Jun 2017 - Dec 2018
    • The Colony, TX

    Oversaw Landscaping Company and Procured and Completed Landscaping Projects and Maintenance • Marketed Mustang Landscaping LLC to the public via social media and conventional methods• Warranted a consistent 5 Star rating from customers via company Facebook page• Mowed, edged, trimmed, and completed landscaping projects

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  Canary Construction

  • Coppell, TX

  • Project Manager

    • Nov 2014 - May 2017
    • Coppell, TX

    Facilitated Financial Operations, Company Communications, Bidding, Project Management, and Payroll• Managed bidding, material procurement, mobilization, invoicing, implementation of projects• Established positive and productive relationships with customers, vendors, and regulators • Analyzed ongoing project procedures to discover most efficient plan(s) of action

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  1st Global

  • dallas, texas

  • Client Services Representative

    • May 2011 - Nov 2014
    • dallas, texas

    Collaborated With Advisors, Brokerage Firms, and Internal Divisions to Facilitate All Investing Functions• Assessed advisor situations to establish the necessary course of action(s) to complete operations• Monitored the status of several processes between multiple agencies to ensure successful finish• Fielded advisor and investor inquiries concerning the correct procedure to accomplish goals

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  JPMorgan Chase

  • Dallas, Texas

  • Banker

    • Jan 2010 - Mar 2011
    • Dallas, Texas

    Discovered Sales Opportunities While Ensuring That Clients’ Banking Needs Were Being Met• Created need for deposit accounts within banking prospects through sales dialog • Referred investment, mortgage, and business banking leads to corporate partners• Sold promotional products and services during customer service interactions

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  TIAA-CREF

  • Lewisville, Texas

  • Annuity Account Sales / Service Consultant

    • May 2008 - May 2009
    • Lewisville, Texas

    Generated Sales Leads While Exploring New Product / Service Opportunities During Service Calls• Explored investors’ retirement accounts and outside assets for consolidation prospects• Performed product / service suitability to determine and suggest appropriate investment solution• Developed sales opportunities for business partners to follow up and close the business

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  Fidelity Investments

  • Westlake, Texas

  • Retirement Investment Specialist

    • Feb 2007 - Apr 2008
    • Westlake, Texas

    Engaged in Needs Based Conversation Concerning 401K Funds to Determine Appropriate Next Steps• Reviewed current account holdings and status to identify needs and opportunities• Positioned Fidelity branches, products, and services to match investment / retirement goals• Maintained communication with branch and investor during consultation and rollover process

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  TD Ameritrade

  • Fort Worth, Texas

  • Broker: Stocks / Complex Options / Mutual Funds

    • Apr 2006 - Feb 2007
    • Fort Worth, Texas

    Entered Securities Orders on the Exchanges Via Electronic and/or Manual Systems• Brokered stock, mutual fund, and options orders within brokerage and retirement accounts• Informed customers of their current holdings, buying power, and margin or cash calls• Assisted with procedures to perform brokerage/retirement account maintenance and changes

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  Fidelity Investments

  • Westlake, Texas

  • 401K Specialist

    • Oct 2004 - Apr 2006
    • Westlake, Texas

    Educated, Assisted, and Performed Transactions for 401k Participants Nationwide•Processed mutual fund exchanges, loans, withdrawals, and other services •Educated participants about investment options, limitations, and taxes/penalties•Maintained asset retention consistently among top 5% of department per quarter

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  Infohealth

  • IT Support

    • 2001 - 2002

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  Addicare

  • Program Manager

    • 1996 - 2000

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  Interventions

  • Senior Counselor

    • 1991 - 1996