Experience

State of Maryland

• Government Administration
• 700 & Above Employee

• Retirement Specialist

  • May 2019 - Present

• Retirement Specialist

  • May 2019 - Present

  State of MD Pension



Transamerica Agency Network

• United States
• Financial Services
• 700 & Above Employee

• Insurance Sales Representative

  • Jul 2018 - May 2019

  . Playing a vital role in helping individuals, families and businesses realize their financial dreams. . Providing a diverse portfolio of financial products to help meet short and long term goals. . Working with new and current clients to help them to reach their protection, savings and retirement goals by using the company’s proven financial strategies. . Networking with individuals throughout the community and continuously prospecting. . Always asking for referrals. . Participate in community activities. . Already hit required goal for six weeks of 6 applications and 6k in annual premium. Obtained and exceed this goal in a month.



FINANCIAL & REALTY SERVICES, LLC (NATIONWIDE)

• United States

• Personal Retirement Consultant

  • Apr 2014 - Jan 2018

  Worked exclusively with State employees through Nationwide who were nearing retirement regarding their supplemental plans. i.e. 401k, 403b, 457b Provided guidance and education in relation to the participant's investment portfolio. Worked in the field and traveled to all state agencies in my territory to provide my services. I met with participants one on one to discuss their accounts. Enrolled participants in the plan as well as encouraging an increase in their contributions. Did group presentations. Responsible for a company vehicle for I was out in the field 90% of the time. Focused on building relationships. Responsible to obtain rollovers where I was very successful. Ranked top producer among my peers.



Mutual of America Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Registered Representative

  • Apr 1999 - Dec 2013

  Mutual of America has specialized in providing retirement products and related services to organizations and their employees, as well as individuals, for over 60 years. As a mutual company, we do not have stockholders and are not publicly traded. We operate solely for the benefit of our customers, managing the Company for their long-term interest, rather than for the short-term demands of stockholders. Since 1945, Mutual of America has remained committed to offering plan sponsors, plan participants, and individuals carefully selected, quality products and services at a competitive price and the personal attention they need to help build and preserve assets for a financially secure future. Integrity, prudence, and reliability are the values that have guided us since our inception and that continue to serve us and our customers well. For more information, please visit us at mutualofamerica.com.