Experience

Coastal Financial

• United States
• Financial Services
• 1 - 100 Employee

• Finance Services Professional

  • May 2022 - Present

  Dartmouth, Massachusetts, United States



Harwood Financial Group

• United States
• Financial Services

• Financial Advisor

  • Jun 2019 - May 2022

  Tampa, Florida, United States



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Wealth Strategy Associate

  • Feb 2018 - Jun 2019

  Tampa/St. Petersburg, Florida Area Developed wealth management strategies for high net worth clients, interpreted portfolio performance, and provided analytic information ensuring clients’ needs aligned with projected results. Formulated customized asset allocation strategies and developed investment solutions for client portfolios. Key Accomplishments: - Audited and developed financial plans for over 200 clients. - Helped manage over $250M in assets.



Fidelity Charitable

• United States
• Individual and Family Services

• Charitable Planning Associate

  • May 2016 - Aug 2017

  Dallas/Fort Worth Area Implemented effective solution and territory evaluations. Excelled in territory management by effectively increasing contributions and fundraising activity. Achieved overall territory goals by building new relationships and cultivating additional growth out of existing relationships with financial, legal and tax planning intermediaries. Key Accomplishments: - Exceeded goal (107%) by acquiring $346 million in total contributions. - Reached 114% of goal by acquiring 1,058 new accounts… Show more Implemented effective solution and territory evaluations. Excelled in territory management by effectively increasing contributions and fundraising activity. Achieved overall territory goals by building new relationships and cultivating additional growth out of existing relationships with financial, legal and tax planning intermediaries. Key Accomplishments: - Exceeded goal (107%) by acquiring $346 million in total contributions. - Reached 114% of goal by acquiring 1,058 new accounts with 256 over $50 thousand. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Regional Investment Consultant

  • Apr 2014 - May 2016

  Dallas/Fort Worth Area Provided valuable market insight, portfolio construction guidance and investment product solutions by utilizing a consultative sales process. Developed a successful business plan to sell and retain assets by assisting Financial Advisors. Key Accomplishments: - Top territory in the country in our percent to sector and fixed income sales goal in 2015. - Top 20% for RIC scorecard for 2015.

• Inside Sales Representative

  • Jul 2013 - Apr 2014

  Dallas/Fort Worth Area Responsible for taking inbound calls, determing client needs, selling Fidelity Advisor products and providing a superior client experience for brokers and financial planners. Delivered insight on the market, Fidelity products and the industry to support sales storied and drive revenue.