Experience

SenseAbilities Therapy Group

• United States
• Medical Practices
• 1 - 100 Employee

• Chief Financial Officer

  • May 2018 - Present

  Riverside County, California, United States Drive the company’s financial planning Perform risk management by analyzing the organization’s liabilities and investments Decide on investment strategies by considering cash and liquidity risks Control and evaluate the organization’s fundraising plans and capital structure Ensure cash flow is appropriate for the organization’s operations Supervise all finance personnel



MPCG/Voya Financial

• Financial Planner

  • Jul 2015 - May 2018

  Riverside County, California, United States Created and maintained financial retirement plans through prospecting, networking, referrals and cold-calling. Promoted seminars through e-mails, direct mail and the telephone. Financial planning and analysis for individuals, families, and business owners. Participated in PR events in venues such as the Staples Center, schools and banks. • Financial Advisor for the Los Angeles Unified School District (LAUSD) 457 plan and developed a wide range of services/products for their 100,000+… Show more Created and maintained financial retirement plans through prospecting, networking, referrals and cold-calling. Promoted seminars through e-mails, direct mail and the telephone. Financial planning and analysis for individuals, families, and business owners. Participated in PR events in venues such as the Staples Center, schools and banks. • Financial Advisor for the Los Angeles Unified School District (LAUSD) 457 plan and developed a wide range of services/products for their 100,000+ members. • Acquired $3 million in new AUM for region • Generated financial analysis and templates Show less



Horace Mann

• United States
• Insurance
• 700 & Above Employee

• Business Development Specialist

  • Mar 2015 - Jul 2015

  Greater Los Angeles Area Drive sales growth and new business agreements, via scheduled meetings and planning. Conduct presentations on insurance, 403b/457 plans and state pensions for the educational community. Advise the public sector on auto, property, life insurance and retirement planning. • Serve as a risk management resource to current and prospective clients through education and analysis of insurance and financial products. • Develop and cultivate relationships with influential members of the public… Show more Drive sales growth and new business agreements, via scheduled meetings and planning. Conduct presentations on insurance, 403b/457 plans and state pensions for the educational community. Advise the public sector on auto, property, life insurance and retirement planning. • Serve as a risk management resource to current and prospective clients through education and analysis of insurance and financial products. • Develop and cultivate relationships with influential members of the public sector community, specifically San Bernardino and Riverside counties. Show less



Morgan Stanley Wealth Management

• Financial Services
• 200 - 300 Employee

• Technology Training Specialist

  • May 2010 - May 2014

  Greater Los Angeles Area Performed multiple administrative and training functions pertaining to the firm’s conversion to a 3D platform. Traveled nationwide to branches to conduct training sessions on all facets of the system. Worked closely with operations managers, branch managers and complex managers in implementing the training and use of the new system. • Participated in the interviewing and training of other Trainers. • Worked remotely, independent, and virtually with colleagues and direct reports.… Show more Performed multiple administrative and training functions pertaining to the firm’s conversion to a 3D platform. Traveled nationwide to branches to conduct training sessions on all facets of the system. Worked closely with operations managers, branch managers and complex managers in implementing the training and use of the new system. • Participated in the interviewing and training of other Trainers. • Worked remotely, independent, and virtually with colleagues and direct reports. • Successfully coordinated multiple training sessions within strict time deadlines. Show less



VALIC

• Financial Services
• 500 - 600 Employee

• Financial Advisor

  • May 2006 - May 2010

  Greater Los Angeles Area Created and maintained financial retirement plans through prospecting, networking, referrals and cold-calling. Promoted seminars through e-mails, direct mail and the telephone. Participated in PR events in venues such as the Staples Center, schools and banks. • Served as a Project Manager for the Los Angeles Unified School District (LAUSD) 457 plan and developing a wide range of services/products for their 80,000+ members. • Gave public presentations to groups ranging from 10 to… Show more Created and maintained financial retirement plans through prospecting, networking, referrals and cold-calling. Promoted seminars through e-mails, direct mail and the telephone. Participated in PR events in venues such as the Staples Center, schools and banks. • Served as a Project Manager for the Los Angeles Unified School District (LAUSD) 457 plan and developing a wide range of services/products for their 80,000+ members. • Gave public presentations to groups ranging from 10 to 500 potential customers. • Acquired 450 new accounts, and managed more than 500 clients. Show less



AIG SunAmerica

• Insurance

• Financial Representitive

  • Nov 2004 - Apr 2006

  Woodland Hills, Ca Explained variable annuities to customers at this high-volume inbound call center. Built solid business relationships with Edward Jones investment representatives, branch office assistants and home office agents. Trained new hires on operational policies/procedures as well as systems and customer service methods. • Won the Frontline Award and selected for promotion with Edward Jones.