Experience

TRI STAR INDUSTRIAL LLC
• United States
• Wholesale
• 1 - 100 Employee
• Account Manager

  • Apr 2022 - Present


Columbia Specialty Company

• United States
• Construction
• 1 - 100 Employee

• Outside Sales

  • Nov 2019 - Jun 2022

• General Manager

  • Jun 2020 - Sep 2020

• Outside Sales

  • Feb 2019 - Oct 2019

• Branch Manager

  • Jan 2017 - Jan 2019

  Columbia Specialty Company is one of the leading industrial piping distributors and fabricators in the United States. Dedicated to superior customer service, product knowledge, and support of our customers’ needs, we have been serving the industry for over fifty years and have been recognized as one of the fastest growing supply companies in the United States. Our mission is to provide solutions to our customers with competitive pricing and best-in-class service. We take pride in our quick response to quotations and orders, our prompt deliveries, and our knowledgeable sales staff. We specialize in the distribution of carbon, stainless, and alloy piping products and specialty fabrication services. Our product line includes pipe, valves, fittings, flanges, tubing, gaskets, fasteners, nipples, strainers, instrumentation devices, and a variety of piping related products and accessories. What sets Columbia Specialty apart from the competition is our Fabrication Division. Our fabrication capabilities include machining, welding, and tube/pipe bending. We are proud to stand by our motto, if you can’t find it, we’ll make it! To get a competitive quote on the products in our extensive product line, contact our experienced sales team today. We also encourage you to peruse our photo gallery to see samples of our products and services, check out our specials and visit our resources page to utilize the tools and resources we have available to help you get your job done, on time and on budget.

• Sales Specialist

  • Feb 2016 - Dec 2016



OnDeck Digital

• United States

• Operations Manager

  • Jan 2014 - Jul 2015

  Formerly the head of the day to day operations of the company delivering customized, high-definition sports video to your fingertips, which included, but was not limited to > Assisting in negotiations resulting in ODD becoming the first exclusive video rights holder of the Cape Cod Baseball League – the top collegiate summer league sponsored by MLB > Overseing all operations regarding ODD’s coverage of the 2014 CCBL season, which included: the video capture and upload of over 200 games; the hiring, scheduling, and payroll of 15+ employees; 60+ straight days worked > ODD’s CCBL coverage being purchased by 10 MLB teams - Networked with MLB scouts and front office personnel > Heading all operations of ODD’s Tournaments Division – the first customer-facing retail branch of ODD > Recruiting, hiring, training, and scheduling employees for coverage of over 30 unique baseball and softball events > Overseeing the video capture, upload, and sales of 1500+ games utilizing ODD’s proprietary methods and software > Coordinating marketing efforts and sales strategies for each individual event, resulting in over $40,000 in sales > Creating and implementing training procedures and “best practices” for all ODD part-time event employees > Interacting with thousands of potential customers, both in person and online via management of help desk portal



AWM Global Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Analyst

  • Nov 2011 - Nov 2012

  I served the daily wealth management and planning needs of individuals and corporations alike. Furthermore, my experience in portfolio analysis, as well as extensive manager research and evaluation, enabled me to provide well-informed strategies for risk diversification in all markets. I utilized my strengths in technology and analysis to provide our cleints with thorough, yet comprehensible, portfolio proposals and reviews. It was my goal to ensure that clients are always informed and confident in their investment choices with AWM Global Advisors. ● Successfully transferred in over $120 million in investable assets in less than 4 months as part of transition team. ● Was responsible for tracking performance and asset allocation for 300+ accounts composing 60+ client relationships. ● Created and co-presented over 50 Customized Performance Reviews to clients during face-to-face meetings or conference calls, focusing on complete portfolio analysis and return compared to respective market performance. ● Developed template for AWM’s Financial Goal Analysis, which covers an extensive number of aspects in regards to Financial Planning, including Cash Flow Analysis, Maximum Retirement Spending, and Monte Carlo Simulations; Co-Presented findings to more than 10 client relationships. ● Experienced in estimating and calculating margin loan availability in regards to a relationship’s current holdings. ● Co-authored “Methods of Analysis, Investment Strategies, and Risk of Loss”, for AWM’s Disclosure Brochure, which was submitted and accepted by the Securities and Exchange Commission in November of 2011.



UBS Wealth Management

• Banking
• 1 - 100 Employee

• Executive Intern for AlSari Weath Management

  • Jun 2010 - Nov 2011

  ● Developed template for and managed complete distribution of customized Portfolio Management Reports for 90+ client relationships, focusing on both month/year-to-date performance, and current asset allocation. ● Generated and presented weekly cash management reports, leading to the investment of over $5 million in assets. ● Tracked over $150 million in client assets using Microsoft Excel and presented any abnormal client asset allocations to the group’s senior financial advisors. ● Co-created diverse investment models using up to 20 mutual funds, allocated for conservative, moderate, and aggressive investors; currently over $25 million invested in these models with AWM Global Advisors.



UCSD Transportation Services

• Student Campus Shuttle Driver

  • Feb 2008 - Sep 2011

  ● Over 1500 hours of professional commercial driving completed ● Over 200 hours as student dispatch manager - responsible for the operation and punctuality over 20 operating routes and 40+ student drivers at a time ● Over 1500 hours of professional commercial driving completed ● Over 200 hours as student dispatch manager - responsible for the operation and punctuality over 20 operating routes and 40+ student drivers at a time



U.S. House of Representatives

• United States
• Legislative Offices
• 700 & Above Employee

• Congressional Intern for Representative Bob Filner, CA 51st District

  • Mar 2010 - Jun 2010

  ● Conducted weekly interviews with constituents regarding their primary concerns and relayed that information to the respective staff member for further analysis and response. ● Managed office’s records of all correspondence to and from constituents, activist groups, lobbyists, etc. ● Organized daily mail through batching software, and directed the batches of mail to the proper staff member. ● Gave informative tours of the Capitol and House buildings to visiting constituents at least twice a week.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Jun 2009 - Sep 2009

  ● Over 300 hours of work experience through assisting international and domestic senior financial advisors ● Collaborated with a team of 5 financial advisors and 3 client service associates bi-weekly to discuss short and long-term strategies regarding both investment opportunities and client relations ● Developed and maintained networking relationships with various high-net worth clients and prospects through the completion of various mailings and numerous exploratory phone conversations (i.e. “cold calling”).