Financial Planner

• Dec 2021 - Present

Lead Financial Planner to over seven hundred high net worth clients at Gateway Advisory, a fee only RIA. I work directly with the firm's principals to help our clients solve for their financial goals, via holistic wealth management and planning. My role is centered around creating and maintaining client's financial plans, preparing and leading presentations for client meetings, finding solutions for client's individual complex needs, and helping drive the firm's growth. Lead Financial Planner to over seven hundred high net worth clients at Gateway Advisory, a fee only RIA. I work directly with the firm's principals to help our clients solve for their financial goals, via holistic wealth management and planning. My role is centered around creating and maintaining client's financial plans, preparing and leading presentations for client meetings, finding solutions for client's individual complex needs, and helping drive the firm's growth.

Financial Solutions Advisor

• Nov 2018 - Dec 2021

I provide financial advice and guidance for my clients by incorporating every aspect of their lives to create custom, comprehensive solutions. I strive to be a true advisor to my clients by always keeping in mind what is important to them, always making sure to encompass their entire financial picture into any plan we develop. I provide financial advice and guidance for my clients by incorporating every aspect of their lives to create custom, comprehensive solutions. I strive to be a true advisor to my clients by always keeping in mind what is important to them, always making sure to encompass their entire financial picture into any plan we develop.

Financial Services Representative

• Jul 2017 - Nov 2018

Customer Service Representative

• Sep 2015 - Jul 2017

Responsible for assessing and finding solutions for client's personal and business banking needs. This includes but is not limited to mortgages, personal and business loans, trust and estate accounts, IRAs, and other bank products and services. Also responsible for meeting or exceeding quarterly sales quotas and providing the legendary customer service that TD Bank is renown for.

Sales Associate

• Jun 2014 - Sep 2015

Responsible for assessing and finding solutions for client's personal and business banking needs. This includes but is not limited to mortgages, personal and business loans, trust and estate accounts, IRAs, and other bank products and services. Also required to upkeep a high level of customer service and achieve individual sales goals.

Bank Teller

• Jun 2012 - Jun 2014

Processed all client banking transactions and responsible for maintaining and balancing a cash drawer. Minimized bank losses by verifying transactions and currency. Balanced ATM and teller cash dispensers. Upheld consistently high level of customer service.