Experience

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  Dynamic Advisor Solutions

  • Associate, Portfolio Trader

    • Apr 2022 - Present

    Working with advisors in portfolio management to achieve the investing needs of their clients.

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  Collaborative Wealth

  • Portfolio Analyst/Trader

    • Sep 2020 - Feb 2022

    I developed equity and fixed income investment strategies using low-cost ETFs that I was able to implement for several advisors I worked with. Over the course of a year, I was able to transition and invest over $100 million in assets under management that implemented monthly distributions, dollar-cost averaging, and implement tax-sensitive strategies for high net worth clients.

  • Licensed Administrator

    • Jun 2017 - Sep 2020

    Facilitating trades, identifying risk tolerance and time horizons, and building financial plans for clients. During this time, I received extensive experience in managing brokerage assets with a focus on Unit Investment Trusts.

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  Falcon Financial Management

  • 2631 NW 41st ST, Gainesville, FL 32606

  • Licensed Administrator

    • Apr 2015 - Jun 2017
    • 2631 NW 41st ST, Gainesville, FL 32606

    Engaging with the clients, investments, and practices that are the foundation of our company.

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  Gainesville High School

  • Gainesville, Florida

  • Head Wrestling Coach

    • Aug 2013 - Apr 2015
    • Gainesville, Florida

    Scheduling events, training athletes, fundraising, coordinating travel, and creating a conducive environment for athletic success. GHS had two state place-winners in its first year under the direction of my coaching.Success on the mat came from strength training, aerobic conditioning, and technical development.Success for the team came from the coordination and support of the parents, fans, coaches, and myself.

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  School Board of Alachua County

  • Gainesville High School

  • Social Science Teacher

    • Aug 2013 - Jun 2014
    • Gainesville High School

    I taught World History for 9th and 10th graders, U.S. Government for 12th graders, and managed two Credit Retrieval Option Program classes for at risk students.Managed the needs of the students and parents.Encouraged self-discipline, self-direction, and accountability in the classroom.

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  Salty Dog Saloon

  • Gainesville, FL

  • Bartender

    • Nov 2012 - Aug 2013
    • Gainesville, FL

    Maintaining a positive, clean work environment. Provided customers with the services per their requests in a fast-paced, high-demand setting. Referred potential customers to the services that would best suit them.

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  Gainesville Grappling

  • F2 Arena & Darkside Athletics

  • Personal Instructor

    • Jul 2011 - Aug 2013
    • F2 Arena & Darkside Athletics

    Individual training in grappling and conditioning

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  All About Behaviour

  • Behavioral Assistant

    • Aug 2011 - May 2012

    Helping individuals with disabilities to develop the skills to live independently, caring for individuals who needed assistance getting through daily tasks, and communicating with other professionals.

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  Gainesville High School Wrestling

  • Gainesville, FL

  • Assistant Wrestling Coach

    • Aug 2010 - Feb 2011
    • Gainesville, FL

    Assist in the development of high school wrestlers

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  Hamilton County Department of Education

  • chattanooga, tn

  • Substitute Teacher-Chattanooga Central High & Brown Middle Schools

    • Nov 2009 - May 2010
    • chattanooga, tn

    Maintaining continuity with the objectives of the instructor, and fostering focus and discipline with the students.

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  Central High School

  • Chattanooga, TN

  • Assistant Wrestling Coach

    • Nov 2009 - Feb 2010
    • Chattanooga, TN

    Supported strength training, aerobic conditioning, and technical development of the athletes.

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  Southern Insurance Associates, LLC

  • chattanooga, tn

  • Office Assistant

    • Feb 2008 - Jul 2009
    • chattanooga, tn

    Maintain accounts, client relations, and social media development.Calling clients and supporting their liability needs.Making the correspondence needed to maintain licensing, and liability needs.

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  Baylor School

  • Chattanooga, TN

  • Assistant High School Wrestling Coach

    • Dec 2007 - Mar 2008
    • Chattanooga, TN

    Baylor won the State Champion as a team that year.I coached the heaviest three weight classes in technical development.