Experience

American Classic Agency

• United States
• Financial Services
• 1 - 100 Employee

• Independent Agent

  • Aug 2018 - Present

  United States



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Licensed Agent

  • Nov 2015 - Aug 2018

  I am an Agent licensed to sell insurance through New York Life Insurance Company.



NYLIFE Securities LLC

• United States
• Financial Services
• 700 & Above Employee

• Registered Representative

  • Nov 2015 - Aug 2018

  I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker II-Brokerage Associate

  • Dec 2010 - Nov 2015

  Jacksonville, Florida Area As a Registered Personal Banker at Wells Fargo, it is my responsibility to provide a tailored financial strategy to ensure that our customers meet and succeed their financial goals. Develop and maintain relationships. Perform thorough needs assessments to ensure that clients meet and exceed financial goals. Provide a broad base of financial and credit services with the goal of acquiring 100% of the customers' business.



First Guaranty Bank

• United States
• Banking
• 200 - 300 Employee

• Personal Banker

  • Feb 2010 - Nov 2010

  Jacksonville, Florida Area As a Personal Banker at First Guaranty Bank and Trust, I specialized in developing and maintaining relationship with personal and business clients to help them succeed financially.

• Teller/Teller Mentor

  • Mar 2007 - Feb 2010

  Tallahassee, Florida Area Process 1,500-2,500 monthly transactions for customers financial needs Mentor and coach new hire tellers through the Teller Mentor Program