Buyers Agent

• Jul 2017 - Present

Investment Advisor Representative, Administrative Assistant

• Oct 2014 - Present

Financial Consultant

• Oct 2013 - Oct 2014

Through the process of discovery, analysis, and presentation, I will help you develop a road map, a flexible financial strategy. That strategy will be designed to minimize risk and maximize your financial potential, and can be changed if need be in the future to adapt to your life goals with ongoing monitoring. Specialties: Retirement Planning, asset allocation, cash flow analysis, investment recommendations and professional account management for individual investors. Through the process of discovery, analysis, and presentation, I will help you develop a road map, a flexible financial strategy. That strategy will be designed to minimize risk and maximize your financial potential, and can be changed if need be in the future to adapt to your life goals with ongoing monitoring. Specialties: Retirement Planning, asset allocation, cash flow analysis, investment recommendations and professional account management for individual investors.

Financial Advisor, Branch Office Administrator

• Sep 2011 - Oct 2013

As the Branch Office Administrator, I communicated frequently with Vision Financial clients on a multitude of administrative matters, executing portfolio trades, and managing various business systems and processes. I also met with my own clients helping them identify cost effective and consistent investment options for their portfolios. As the Branch Office Administrator, I communicated frequently with Vision Financial clients on a multitude of administrative matters, executing portfolio trades, and managing various business systems and processes. I also met with my own clients helping them identify cost effective and consistent investment options for their portfolios.

Licensed Financial Services Consultant

• Jul 2010 - Sep 2011

In this position, I acted as a client relationship manager, mining leads for the Financial Advisor from customers who frequented the bank and looking for leads via client accounts and requests. In this position, I acted as a client relationship manager, mining leads for the Financial Advisor from customers who frequented the bank and looking for leads via client accounts and requests.