Experience

Compass Health Consultants

• United States
• Insurance
• 1 - 100 Employee

• Agent/ Broker

  • Jan 2020 - Present

  Tampa, Florida, United States



TZ Insurance

• Agent

  • Apr 2017 - Dec 2019

  Tampa, Florida, United States Presented Medicare supplemental programs through Mutual of Omaha, as other carriers to customers. These quality products improved insurance coverage for individuals on Medicare.



Ricoh USA, Inc.

• United States
• Information Technology & Services
• 700 & Above Employee

• Sales Specialist

  • Jan 2015 - Dec 2016

  Tampa, Florida, United States Consulted with clients for the sales of copiers, printers, and faxes. Some recommendations for software implementation. Analyses of current business situation. Awarded Rookie of the Quarter, for the top half of the state of Florida.



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 2003 - Dec 2012

  New Port Richey, Florida, United States • Financial consultant selling full line of financial products for comprehensive management of client portfolios • Built and retained client base through seminars and client referrals • Retained customers through excellent customer service



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Stock Broker

  • Mar 1998 - Nov 2002

  Clearwater, Florida, United States Full service registered representative Built client base through marketing and conducting seminars Managed, analyzed, and built portfolios for both business and organizational clients