Experience

ُExploring New Opportunities

• Banking
• 200 - 300 Employee

• Self Employed

  • Jun 2019 - Present



Athene

• United States
• Financial Services
• 700 & Above Employee

• Manager, Investment Operations

  • Feb 2015 - Apr 2020



BNY Mellon

• Lake Mary, Florida

• Account Administrator

  • Sep 2013 - Feb 2015



Summit Wealth Partners

• Orlando, Florida Area

• Research & Planning Associate

  • Jan 2012 - Sep 2013

  -Development of new client financial plans to identify and prioritize goals and investment objectives. -Executed various data research and management projects for advisory team. -Assist Communication Manager in developing and implementing new marketing initiatives. -Performed market research identifying consumer preferences and geographic concentrations. -Development of new client financial plans to identify and prioritize goals and investment objectives. -Executed various data research and management projects for advisory team. -Assist Communication Manager in developing and implementing new marketing initiatives. -Performed market research identifying consumer preferences and geographic concentrations.



University of Central Florida

• United States
• Higher Education
• 700 & Above Employee

• Lead Residence Hall Apartment Patrol

  • May 2008 - Mar 2012

  -Supervise all RHAPs on duty to ensure housing policies are being enforced. -Monitor community safety while maintaining contact with campus police. -Crisis management & prevention leader. -Supervise all RHAPs on duty to ensure housing policies are being enforced. -Monitor community safety while maintaining contact with campus police. -Crisis management & prevention leader.



British American Tax

• London, United Kingdom

• Tax Accounting Intern

  • May 2011 - Jul 2011

  -Compiled financial information for all clients to complete US tax form TDF 90-22.1 by the June 30th deadline. -Recorded potential client information and handled service enquiries. -Compiled financial information for all clients to complete US tax form TDF 90-22.1 by the June 30th deadline. -Recorded potential client information and handled service enquiries.



New Hope for Kids

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Volunteer

  • May 2010 - Jul 2010

  Raised more than $2,000 in donations during the summer of 2010 for the charity New Hope for Kids. My Team and I worked to benefit children from broken homes by reaching out to our community and holding various events and fundraisers. Raised more than $2,000 in donations during the summer of 2010 for the charity New Hope for Kids. My Team and I worked to benefit children from broken homes by reaching out to our community and holding various events and fundraisers.