Take Charge America Institute Financial Coach Trainer

• Jul 2023 - Present

Take Charge Cats Financial Literacy Ambassador

• Jan 2023 - Jun 2023

• Promote, attend, and create student-lead financial literacy workshops and presentations for elementary, junior high, high school, and college-level students.• Support local non-profit efforts to inform and extend educational opportunities within the Tucson Unified School District.

Member

• May 2021 - Present

• Analyzed and underwrote insurance policies, developed holistic financial plans for clients, and adhered to fiduciary standards and code of ethics. • Constructed holistic investment management portfolios and comprehensive financial plans on eMoney for the firm’s diverse client needs. • Analyzed and underwrote insurance policies, developed holistic financial plans for clients, and adhered to fiduciary standards and code of ethics. • Constructed holistic investment management portfolios and comprehensive financial plans on eMoney for the firm’s diverse client needs.

Planning & Development Advisory Commissioner

• Aug 2017 - Dec 2021

• Slashed County planning and development administrative costs by 20% by negotiating pricing and fees with developers while ensuring the continuation of service enhancements. • Facilitated zoning updates into data-driven presentations of County statistical surveys and disseminating special project updates to constituents. • Followed up with developers on regulation changes and permitting disclosures, efficiently and transparently coordinating with external agencies. • Slashed County planning and development administrative costs by 20% by negotiating pricing and fees with developers while ensuring the continuation of service enhancements. • Facilitated zoning updates into data-driven presentations of County statistical surveys and disseminating special project updates to constituents. • Followed up with developers on regulation changes and permitting disclosures, efficiently and transparently coordinating with external agencies.

Business Association Financial Bookkeeper & Marketer

• Oct 2018 - Nov 2019

• Enacted effective system of gathering dues from subscribed members for the treasury, doubling retention and incorporation of new dues-paying members. • Maintained effective coordination with various internal and external departments, organizing business community behind common voice, driving sales growth by 20%. • Cut former marketing expenses by 70% through targeted social media via Instagram @losalamos.ca. • Enacted effective system of gathering dues from subscribed members for the treasury, doubling retention and incorporation of new dues-paying members. • Maintained effective coordination with various internal and external departments, organizing business community behind common voice, driving sales growth by 20%. • Cut former marketing expenses by 70% through targeted social media via Instagram @losalamos.ca.

Non-Profit Grant Writer

• Jul 2013 - Jul 2015

• Wrote grant and funding proposals to potential donors, closing on total tax-exempt income of $25,000 each year. • Managed submission of documentation to board of directors and created public forums with the public to prioritize non-profit funding transparency. • Wrote grant and funding proposals to potential donors, closing on total tax-exempt income of $25,000 each year. • Managed submission of documentation to board of directors and created public forums with the public to prioritize non-profit funding transparency.

Desk Editor & Floor Manager

• Aug 2014 - Jun 2015

• Devised team-oriented fundraising strategies, maintaining consistent ad revenue through diverse client business demographics. • Operated assignment desk, managed crews, and monitored local news and social media. • Published 20+ news, sports, weather and feature stories for digital platforms. • Devised team-oriented fundraising strategies, maintaining consistent ad revenue through diverse client business demographics. • Operated assignment desk, managed crews, and monitored local news and social media. • Published 20+ news, sports, weather and feature stories for digital platforms.