Financial Advisor

• Jan 2020 - Present

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. I can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I am dedicated to providing you top-notch client service.

Financial Advisor Trainee

• Jul 2019 - Jan 2020

Groups Director

• Jul 2016 - Dec 2017

• Strategically cultivated environments to meet the needs in local communities through the partnership of local non-profits. • Oversaw the strategy and development of over 100 Groups, 150 leaders, and over 700 active participants of all ages and backgrounds. • Grew the department by 20% within 1 year. • Led a variety of events and motivated others through public speaking. • Created new systems to track growth, turnover and development. • Strategically cultivated environments to meet the needs in local communities through the partnership of local non-profits. • Oversaw the strategy and development of over 100 Groups, 150 leaders, and over 700 active participants of all ages and backgrounds. • Grew the department by 20% within 1 year. • Led a variety of events and motivated others through public speaking. • Created new systems to track growth, turnover and development.

Youth Outreach Director

• Apr 2015 - Jul 2016

• Developed and managed multiple partnerships with local schools and organizations, to engage a variety of students. • Built and maintained meaningful relationships and programs within the community and led a team of over 30 volunteers. • Developed and managed multiple partnerships with local schools and organizations, to engage a variety of students. • Built and maintained meaningful relationships and programs within the community and led a team of over 30 volunteers.

Director of Business Development

• May 2014 - Apr 2015

• Generated new business through identifying and pursuing prospects and providing appropriate solutions that led to the conversion of over 100 new B2B accounts that increased company sales by 25%. • Designed and coordinated strategic promotional strategies, including print advertising and email campaigns; organized and executed company representation in tradeshows, conferences, and seminars. • Strategically created and organized the sales and marketing department from the ground up; managed direct reports. • Implemented the integration of Sales Force to existing CRM.

Biblical Living Director

• Aug 2011 - Jan 2014

• Managed 7 departments, 7 direct reports, and 500+ active participants. • Started a Student Ministry that grew to 90+ students within 1 year. • Led various meetings and trainings geared towards reaching those in the South Seattle community, including a partnership with SUGM. • Managed 7 departments, 7 direct reports, and 500+ active participants. • Started a Student Ministry that grew to 90+ students within 1 year. • Led various meetings and trainings geared towards reaching those in the South Seattle community, including a partnership with SUGM.

Associate Area Director

• Aug 2006 - Jul 2011

• Built meaningful relationships with students, families and partners in the community, with a focus on diverse, low-income neighborhoods. • Influenced and motivated others through public speaking. Oversaw regular events that engaged over 400 students weekly. • Managed and helped fundraise an annual budget of $450,000. Led a team of over 100 volunteers and 3 direct reports. • Built meaningful relationships with students, families and partners in the community, with a focus on diverse, low-income neighborhoods. • Influenced and motivated others through public speaking. Oversaw regular events that engaged over 400 students weekly. • Managed and helped fundraise an annual budget of $450,000. Led a team of over 100 volunteers and 3 direct reports.