Experience

Avantax Wealth Management®

• United States
• Financial Services
• 1 - 100 Employee

• West Coast Advisory Services Specialist

  • Jul 2021 - Present

• Advisor Development Specialist

  • Jan 2020 - Jul 2021

  Focused on increasing production of both new and veteran independent financial services professionals by offering training, motivation and coaching sessions in group and individual sessions.

• Premium Wealth Management Consultant

  • Sep 2002 - Jan 2020

  Manage a region of 150 of the company's top producing advisors by offering sales ideas, plan design and marketing strategies to help them continue growing. Also manage a coaching and accountability group of advisors who are trying to overcome many of the obstacles that financial planning consultants face when it comes to maintaining a growing practice. I also host a biweekly sales training call to offer ideas and concepts for advisors looking to increase business.



Capital One Auto Finance

• Plano, TX

• Outsourcing Manager

  • 1999 - 2002

  Developed and managed a department for the company that would outsource charged off loans to a collection agencies. Performed quarterly audits at the agency level to make sure they were following the terms of our contractual agreement. Developed and managed a department for the company that would outsource charged off loans to a collection agencies. Performed quarterly audits at the agency level to make sure they were following the terms of our contractual agreement.



Bank One

• Banking
• 200 - 300 Employee

• Team Lead

  • 1996 - 1999

  Trained, motivated and managed a team of 15 collections representatives. My team was consistantly a top three production team. Trained, motivated and managed a team of 15 collections representatives. My team was consistantly a top three production team.



N Central Ford

• Collections

  • 1993 - 1996