Associate

• Apr 2023 - Present

Director of Financial Planning

• May 2021 - Oct 2022

-Develop and maintain comprehensive financial plans for ultra-high net worth clients. -Utilize advanced estate planning techniques to mitigate estate tax liabilities for clients and their families (GRAT, SLAT, QPRT, ILIT). -Analyze tax returns for tax savings opportunities for clients (tax-loss harvesting, 1202 QSBS Stock, income tax planning). -Analyze client investment asset allocations for recommendations on rebalancing. -Develop and maintain comprehensive financial plans for ultra-high net worth clients. -Utilize advanced estate planning techniques to mitigate estate tax liabilities for clients and their families (GRAT, SLAT, QPRT, ILIT). -Analyze tax returns for tax savings opportunities for clients (tax-loss harvesting, 1202 QSBS Stock, income tax planning). -Analyze client investment asset allocations for recommendations on rebalancing.

Associate

• Jan 2021 - May 2021

-Responsible for financial plans for Fortune 500 executives covering all aspects of their financial lives. -Conducting face-to-face interaction with clients on financial planning results and its impact. -Analyze client portfolios to review asset allocation in conjunction with clients' goals and specific risk tolerances. -Educating investors on what solutions would be appropriate given their unique circumstances. -Deliver tailor-made solutions for clients regarding estate planning, investing, cash flow modeling, or tax issues. -Forecast tax liabilities for clients around multiple income sources (W2, 1099, K-1, company stock incentive plans). -Collaborate with other teams & Financial Analysts to develop solutions for their respective clients. -Assist Account Manager in daily operational tasks such as money movement and general communication. Show less

Financial Planner

• Nov 2020 - Dec 2020

Senior Financial Analyst

• Dec 2019 - Nov 2020

Financial Analyst

• Jul 2019 - Dec 2019

Marketing Manager & Business Development

• Feb 2016 - Jan 2019

-Developed marketing strategy for both existing and new market opportunities. -Successfully generated clients throughout the esports/new media space in players, team owners, and other professionals. -Networked with top new media talent to help them find solutions for their financial issues. -Supported other advisors in managing Salesforce CRM to identify and help close top opportunities. -Designed original marketing content via Wordpress, Facebook, Mail Chimp, Twitter, G Suite, and Canva. -Organized live educational events for both clients & prospects. -Distilled the investment team's thought process to clients & prospects. -Unlocked new market opportunities in both the esports/"new media" and qualified retirement plan space. -Key Metrics: 120% Firm Asset Under Management Growth & 32% growth in lead list. Show less

Paraplanner

• Aug 2015 - Feb 2016

-Collected, analyzed, and organized client information into concrete financial plans. -Identified & shared financial opportunities for clients to reach their individual goals. -Understood on a myriad of financial solutions that solved issues for clients. -Supported head advisors in creating and selecting investment options. -Collected, analyzed, and organized client information into concrete financial plans. -Identified & shared financial opportunities for clients to reach their individual goals. -Understood on a myriad of financial solutions that solved issues for clients. -Supported head advisors in creating and selecting investment options.

Project Manager

• Oct 2014 - Jul 2015

-Organized financial information for job costs & labor through in-house software. -Coordinated job logistics & materials for roofing teams in the field. -Designed, created, and distributed original reports detailing roofing defects and issues for clients. -Developed property maps & roof diagrams for 60+ unique designs in Adobe Illustrator. -Organized financial information for job costs & labor through in-house software. -Coordinated job logistics & materials for roofing teams in the field. -Designed, created, and distributed original reports detailing roofing defects and issues for clients. -Developed property maps & roof diagrams for 60+ unique designs in Adobe Illustrator.

Qualitative Analyst

• Apr 2013 - Mar 2015

Deciphering quantitative analysis in conjunction with analyzing world events to present effective analysis on emerging world markets. Gathering information from various databases and news sources to present quality financial analysis. Communicating with work team to coordinate and develop web content efficiently. Creation of new Excel spreadsheets to conduct back testing of financial models for accuracy and efficiency in domestic markets. www.VerraFinancial.com Deciphering quantitative analysis in conjunction with analyzing world events to present effective analysis on emerging world markets. Gathering information from various databases and news sources to present quality financial analysis. Communicating with work team to coordinate and develop web content efficiently. Creation of new Excel spreadsheets to conduct back testing of financial models for accuracy and efficiency in domestic markets. www.VerraFinancial.com

Director of Athletic Programming

• Aug 2012 - Sep 2014

-Maintain retail side of the business. Includes: ordering, managing stock levels, marketing, online store, and product display. -Strength and conditioning coach for clients in both a private and group class setting. -Programming of various workout regiments for athletes with various goals and athletic backgrounds. -Maintain retail side of the business. Includes: ordering, managing stock levels, marketing, online store, and product display. -Strength and conditioning coach for clients in both a private and group class setting. -Programming of various workout regiments for athletes with various goals and athletic backgrounds.

Warehouse Employee

• Jun 2010 - Sep 2010

Efficiently and accurately filled commercial food orders for various restaurants in the Southern California area. Efficiently and accurately filled commercial food orders for various restaurants in the Southern California area.

Salesman

• Oct 2005 - Aug 2009

Communicating with both management and sales staff in managing shifts, sales responsibilities, and retail sales. Coordinated with various departments to help satisfy customer needs both within the store and other store locations. Communicating with both management and sales staff in managing shifts, sales responsibilities, and retail sales. Coordinated with various departments to help satisfy customer needs both within the store and other store locations.