Assistant Director - Financial Planning

• Jan 2023 - Present

Senior Financial Planner

• Mar 2018 - Jan 2023

Private Advisor

• Jun 2014 - Mar 2018

District Sales Manager

• 2012 - 2014

Responsible for building, leading, and training a team of quality individuals into careers as Financial Advisors. • Guided advisors in developing sound business and marketing strategies to help achieve both their financial and professional goals thereby increasing overall district revenue to the branch. • Primary mentor/coach for all sales training of new district advisors to include one-on-one training, demonstration, team role play exercises, case studies, and financial plan case development. • Established on-going evaluation for advisors through observation and measurement of revenue as a direct result of the various sales training topics. • Promoted Waddell & Reed brand awareness through active community involvement, specifically the Jacksonville Chamber. By developing these strong center-of-influence relationships, demonstrated the relationship-based sales process for new advisors. Show less

District Manager

• 2009 - 2012

Sales Manager – Responsible for building, leading, and training a team of quality individuals into careers as Financial Advisors. • Guided advisors in developing sound business and marketing strategies to help achieve both their financial and professional goals thereby increasing overall district revenue to the branch. • Primary mentor/coach for all sales training of new district advisors to include one-on-one training, demonstration, team role play exercises, case studies, and financial plan case development. • Established on-going evaluation for advisors through observation and measurement of revenue as a direct result of the various sales training topics. • Promoted AXA brand awareness through active community involvement, specifically the Jacksonville Chamber and JAGirl$. By developing these strong center-of-influence relationships, demonstrated the relationship-based sales process for new advisors. • Was invited to join AXA’s first Women’s Field Leadership Alliance as one of only 10 women in field leadership roles in the country at that time. Branch Management Team – Active involvement in the strategic planning of the AXA Advisors Jacksonville Branch. • In a 3 month Branch Manager transition, took ownership of the Developing Sales Force monthly training. Developed curriculum, coordinated speakers as well as trained the new advisors in the areas of referral gathering, leveraging outside trusted advisors as members of the client team, etc. • Leveraged Board membership in the local Financial Planning Association chapter to increase awareness of AXA’s local presence as well as retail distribution offerings to third party advisors. • Led branch sponsorship of Inaugural Financial Fitness 5k 2010 • Introduced AXA Distributors to the FPA’s Annual Symposium which opened an opportunity for increased product penetration into the NE Florida CFP® market. Show less

Vice President, Client Advisor Private Wealth Management

• 2006 - 2009

Managed a portfolio representing $60M in assets, providing comprehensive wealth management solutions to include banking, lending and assets under management. Used matrix management skills to collaborate with staff in investments, trust, mortgage, and insurance to deliver effective solutions to client’s financial needs while increasing bank revenue. • Through targeted prospecting won 25 new clients in two years and grew revenue in excess of 50% in 2008. • Earned recognition in 1st Qtr. 2009 for closing a $120K revenue estate settlement case that was a direct result of exceptional client service. Show less

Manager, Financial Services

• 2000 - 2004

Manager, Financial Services Recruited and motivated a staff of 6 Financial Services Associates. Accountable for all staff sales and marketing activities. Served as role model and coach for the organization’s approach to a relationship-based, financial planning process. • One of 5 managers that led the Gulf Atlantic Agency to #1 out of 79 agencies in the United States in 2003. Financial Services Associate (2000 – 2003) Built a strong clientele with $1.5M assets under management through use of relationship-based sales process and referral gathering skills. Discovered client’s values and needs to recommend the proper track toward financial success. Diversified client portfolios through various asset allocation methods. Show less

Naval Aviator

• 1995 - 2000

Helicopter Pilot, Lieutenant, HELANTISUBRON 3 Piloted the SH-60F/H Seahawk carrier-based aircraft with primary focus on Search and Rescue, Anti-Submarine Warfare, Maritime Interdiction Operations, and Special Operations. Aircrew Division Officer Responsible for 20 Aircrew personnel with regards to assignment of responsibilities, performance evaluation, training, and ensuring job efficiency in the completion of duties. Flight Officer/Navigation Officer, HS-3 Managed a database of aircraft and aircrew flight hours to produce a quality-controlled reporting system. Created flight plans for all squadron missions to include route of flight, time considerations, and coordination with destination officials. Show less