Experience

United Real Estate

• United States
• Real Estate
• 700 & Above Employee

• Licensed Realtor

  • 2016 - Present

  Work closely with both home buyers and home owners on purchase and sales strategies along with building out investment property portfolios for real estate investors. Work closely with both home buyers and home owners on purchase and sales strategies along with building out investment property portfolios for real estate investors.



USAA

• United States
• Financial Services
• 700 & Above Employee

• Sales Manager/Compliance Supervisor

  • 2009 - 2016

  Managed/coached sales teams of financial advisors who specialized in proactive outbound sales calls to the USAA membership, providing retirement, investment advice and life insurance solutions. Managed/coached sales teams of financial advisors who specialized in proactive outbound sales calls to the USAA membership, providing retirement, investment advice and life insurance solutions.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Private Banking Wealth Manager

  • 2008 - 2009

  Acquisition sales specialist of high net-worth families with liquid assets in excess of $5 million. Responsible for developing pipeline and creating revenue opportunities in bank deposits, lines of credit, investments including insurance planning, philanthropy and legacy planning. Acquisition sales specialist of high net-worth families with liquid assets in excess of $5 million. Responsible for developing pipeline and creating revenue opportunities in bank deposits, lines of credit, investments including insurance planning, philanthropy and legacy planning.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Private Banker

  • 2003 - 2006

  Relationship sales focusing on the acquisition, retention and deepening of wallet share for my book of 200+ clients. Emphasis on growing the relationship through cross selling and partnering within the financial institution between various departments. Relationship sales focusing on the acquisition, retention and deepening of wallet share for my book of 200+ clients. Emphasis on growing the relationship through cross selling and partnering within the financial institution between various departments.



World Savings

• Banking
• 1 - 100 Employee

• Mortgage Underwriter

  • 2002 - 2003

  Responsible for underwriting Fannie Mae loans that were sold and originated. Ensured all loans were processed and closed in a timely accurate, and quality manner to establish and maintain total customer satisfaction. Responsible for underwriting Fannie Mae loans that were sold and originated. Ensured all loans were processed and closed in a timely accurate, and quality manner to establish and maintain total customer satisfaction.



RiverStone Private Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Stock Broker/Investment Advisor

  • 1997 - 2002

  Built a profitable book of business through cold call prospecting along with face to face sales meetings providing investment advice for both short term and long term investment goals. Built a profitable book of business through cold call prospecting along with face to face sales meetings providing investment advice for both short term and long term investment goals.