Chief Of Staff

• Jan 2018 - Present

I am charged with leading the team on creative and strategic formulations to maintain a positive and lasting experience both internally for the staff and externally for our clients. Directly supporting Elieen Burkhart, I serve as the liaison between operations and long-term client development.Series 7 licensedBusiness communications are strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV… I am charged with leading the team on creative and strategic formulations to maintain a positive and lasting experience both internally for the staff and externally for our clients. Directly supporting Elieen Burkhart, I serve as the liaison between operations and long-term client development.Series 7 licensedBusiness communications are strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor. Show more Show less

Associate Director, Professional Development

• Aug 2015 - Jun 2017

Associate Director, Client Advancement

• Mar 2014 - Jun 2017

Manager / Sales

• Aug 2013 - Mar 2014

I managed a staff of 20 associates focusing on operational efficiency. I created procedures and extensive training programs to improve customer service and sales all while working towards aggressive daily revenue and marketing goals.