Director of Financial Planning

• Sep 2022 - Present

We are the operating system for all your money needs. Retire early, buy a house, get insurance, collaborate with your partner, ask financial planning questions, make a budget -- figure it all out with Range. Easy set-up with CFP® pro-level monitoring. You’ll never feel unsure again when it comes to managing your money. Fintech venture backed by Expa, RedSea Ventures, & 8-Bit Capital. We are the operating system for all your money needs. Retire early, buy a house, get insurance, collaborate with your partner, ask financial planning questions, make a budget -- figure it all out with Range. Easy set-up with CFP® pro-level monitoring. You’ll never feel unsure again when it comes to managing your money. Fintech venture backed by Expa, RedSea Ventures, & 8-Bit Capital.

Lead Planner

• Apr 2021 - Sep 2022

Facet Wealth is one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be. Facet Wealth is one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.

Centralized Wealth Management Advisor

• Nov 2018 - Apr 2021

Wealth Management Client Relationship Consultant

• Dec 2015 - Nov 2018

Client Service Associate

• Jul 2014 - Dec 2015

I supported a base of over 200 client relationships in our Ultra High Net-Worth division with AUM of approximately $22B. Worked as part of an integrated team of bankers, investors, credit analysts, and client service associates to provide clients with the appropriate banking and investment products. I worked with clients in the areas of cash management, credit applications, and investment management. I supported a base of over 200 client relationships in our Ultra High Net-Worth division with AUM of approximately $22B. Worked as part of an integrated team of bankers, investors, credit analysts, and client service associates to provide clients with the appropriate banking and investment products. I worked with clients in the areas of cash management, credit applications, and investment management.

Client Relationship Administrator

• Mar 2011 - Jul 2014

I managed a base of over 600 client groups in the High Net Worth division, with AUM of approximately $1.3B. Using a consultative approach, I worked with clients to assist them in achieving their financial goals. Topics discussed include general asset allocation and location, retirement planning, education planning, as well as wealth management and estate planning. I managed a base of over 600 client groups in the High Net Worth division, with AUM of approximately $1.3B. Using a consultative approach, I worked with clients to assist them in achieving their financial goals. Topics discussed include general asset allocation and location, retirement planning, education planning, as well as wealth management and estate planning.

Financial Advisor

• Oct 2010 - Jan 2011

I assisted clients in planning and securing their financial future. I worked with prospects to assess their current financial situation and identified products and services in the areas of insurance, annuities, investments, education planning, and retirement planning. I assisted clients in planning and securing their financial future. I worked with prospects to assess their current financial situation and identified products and services in the areas of insurance, annuities, investments, education planning, and retirement planning.

Financial Professional Associate

• Oct 2009 - Oct 2010

I helped clients in the areas of insurance, investments, retirement planning, education planning, and annuities. I prospected clients using warm leads as well as cold calling members of my target demographic. Scheduled and ran daily client appointments for portfolio review and sales. Through in-depth questioning and active listening, I made recommendations for insurance, annuity, and mutual fund products. I helped clients in the areas of insurance, investments, retirement planning, education planning, and annuities. I prospected clients using warm leads as well as cold calling members of my target demographic. Scheduled and ran daily client appointments for portfolio review and sales. Through in-depth questioning and active listening, I made recommendations for insurance, annuity, and mutual fund products.

Inside Sales Rep

• Feb 2005 - Sep 2009

Managed about 16 Supermarket Retail accounts in the Northeast and Mid-West. I worked closely with Outside Sales Representatives to meet client needs. I occasionally traveled with the outside reps to client meetings. Responsible for booking features, processing orders, and working with Supply Planning and Claims on client issues. Managed about 16 Supermarket Retail accounts in the Northeast and Mid-West. I worked closely with Outside Sales Representatives to meet client needs. I occasionally traveled with the outside reps to client meetings. Responsible for booking features, processing orders, and working with Supply Planning and Claims on client issues.

Accountant

• Feb 2003 - Apr 2009

I maintained the general ledger chart of accounts, reconciled and balanced general ledger accounts, and prepared financial statements. I also facilitated the quarterly finance meetings. I maintained the general ledger chart of accounts, reconciled and balanced general ledger accounts, and prepared financial statements. I also facilitated the quarterly finance meetings.