Experience

OneAZ Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Consultant

  • Aug 2022 - Present

  Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union and OneAZ Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, OneAZ Credit Union or OneAZ Wealth Management. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. LPL Financial registered representatives may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Insurance Sales Agent

  • Jun 2015 - Apr 2022

  My job goes beyond providing policies - it's providing the right coverage to make sure every single one of my customers will never have to worry about coming out of pocket in the event of a loss or damage. Everyone works hard for what they earn, and everyone wants their loved ones protected - and I make it my mission to deliver honest coverage that meets each individual's needs. I'm constantly attending seminars, workshops, and training sessions to make sure my knowledge is top-tier and ahead of the competition. I want my customers to get the absolute best when it comes to insurance coverage - and I make it a priority to stay on the cutting edge. I work with small businesses in the local area to ensure they have adequate coverage in any event. The last thing a small business owner wants to deal with is an insurance claim they don't have sufficient coverage for. My job is to avoid significant out of pocket losses - and minimize the headaches that can come with claims. Show less



BBVA

• Spain
• Banking
• 700 & Above Employee

• Investment Banking Specialist

  • Sep 2014 - Jun 2015



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Specialist

  • Jul 2010 - Jun 2014

  Managed cross sale opportunities/banker effectiveness Customer service scores consistently top of market Managed Sales and Customer Service for 2nd best branch in AZ January 2012 Managed cross sale opportunities/banker effectiveness Customer service scores consistently top of market Managed Sales and Customer Service for 2nd best branch in AZ January 2012



Lawson Financial

• Prescott, arizona

• Investment Broker

  • Mar 2009 - Jun 2010

  Managed office, Scheduled appointments Assisted with financial seminars Qualified and cross sold clients Managed office, Scheduled appointments Assisted with financial seminars Qualified and cross sold clients



Titan Insurance

• United States
• Insurance
• 1 - 100 Employee

• Independent Insurance Agent

  • Mar 2007 - Dec 2008

  Created and developed a Hispanic merging market. Maintained a high book of business with high retention level. Top sales rookie of the year Created and developed a Hispanic merging market. Maintained a high book of business with high retention level. Top sales rookie of the year