Experience

TCG, a HUB International company

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • Sep 2023 - Present

  Austin, Texas, United States



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Professional

  • Sep 2022 - Sep 2023

  San Antonio, Texas, United States



Cuellar & Associates L.L.C.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Professional

  • Jun 2021 - May 2022

  San Antonio, Texas Metropolitan Area



Dermal Therapeutics

• Business Analyst

  • Mar 2020 - Jun 2021

  Reno, Nevada, United States In this role assisted in full Brand Development, Marketing, Media Design and Web Design. I performed product analysis as well as created financial reports to track key performance metrics. Additionally, I designed and implemented the entire manufacturing process for all inhouse product development/testing. I worked closely with the Founder and CEO generating sales as well as gained experience creating sales scripts and pitches for Business to Business sales.



Incline Village General Improvement District (IVGID)

• United States
• Government Administration
• 1 - 100 Employee

• Intern in Accounting and Finance

  • Jan 2019 - May 2019

  Incline village, NV At this internship I've worked extensively with Excel and RTP(POS). I've done Data extraction and Data input, as well as prepared Financial statements. Furthermore I provided financial analysis and prepared comprehensive interactive reports on performance for entities owned by Incline Village General Improvement District (IVGID) such as Diamond Peak and Champion Golf Course. Additionally, I also gained experience assisting with Audits.