Experience

GetHealth-e
• United States
• Insurance
• 1 - 100 Employee
• Medicare

  • May 2023 - Present

Insurance Supermarket Inc. US
• United States
• Insurance
• 1 - 100 Employee
• Life Insurance Specialist

  • Jul 2022 - Apr 2023

Western & Southern Life
• United States
• Insurance
• 700 & Above Employee
• Financial Services Professional

  • Apr 2020 - Jan 2021


Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker 2

  • Jan 2015 - Apr 2020

  Opening checking and savings accounts, applying for credit products, and processing loans and lines of credit. Referring assets to Wells Fargo Advisors. Opening checking and savings accounts, applying for credit products, and processing loans and lines of credit. Referring assets to Wells Fargo Advisors.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Professional

  • Feb 2012 - Dec 2014

  To help current and future clients achieve their financial goals, reviewing their financial plans and portfolio, and researching, planning, and presenting recommendations to the client in their best interest. Calling agentless clients to assist with their needs, as well as cold calling, mailing, and networking with potential future clients. To help current and future clients achieve their financial goals, reviewing their financial plans and portfolio, and researching, planning, and presenting recommendations to the client in their best interest. Calling agentless clients to assist with their needs, as well as cold calling, mailing, and networking with potential future clients.