Financial Advisor

• Dec 2017 - Present

Wealth Advisor

• Mar 2016 - Dec 2017

We are an independent wealth management firm who believes a client focused, holistic, high performance team approach is the best financial planning and asset management solution for today's business owners, executives, and families. My priority is still to help you reach your goals and aspirations. Cetera Advisors allows me to serve you in an effective, compliant and conflict-free manner. My firm provides access to a selection of award-winning advisory programs that offer customized wealth management investment products, feature elite institutional portfolio strategists, and provide the flexibility to build portfolios that can help meet the investment goals we set together. These types of services offer regular, personalized communication, professional guidance, greater transparency and a more disciplined approach to investing. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. CA License #0I34089 Show less

Premier Banker, Vice President

• Apr 2015 - Mar 2016

Financial Advisor

• Jul 2014 - Apr 2015

Since 1947, the Gabor Agency has provided the employees of the state universities of Florida with custom-designed insurance and retirement investment products. This long-standing partnership with the State University System of Florida enables our professionally trained staff of career agents to meet the unique challenges and needs facing university and college personnel. The voluntary benefits programs provided by Gabor: life, disability, long term care insurance, and retirement planning, are the direct result of a collaborative effort with each university's Human Resources department. These programs offer a full line of customized and comprehensive insurance and financial products. The nationally respected companies that underwrite these programs are carefully selected for their competitive pricing, claims paying ability, and administrative functions. As an existing or potential client of Gabor, you can be assured of quality insurance and financial products designed to meet your expressed needs and professional service from a dedicated, career-oriented staff. Show less

Financial Specialist II

• Aug 2013 - Jul 2014

ACCEL Program Associate-Financial Specialist

• Aug 2012 - Aug 2013

The ACCEL Bank Development Program develops a diverse & talented group of college graduates in roles of Branch Management, Business Banking, & the Financial Specialist role. The goal of the program is to develop the next generation of bank leaders through a 12‐month training program. During their time in Accel each associate will gain experience through rotational work assignments, classroom & online training, one‐on‐one mentoring, career planning, market data presentations, professional licensing, & networking activities with executives & management. Show less

Banking

• Mar 2009 - Sep 2012