Bio
Credentials
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Series 7
FINRADec, 2019- May, 2026 -
Lean Sigma Six Green Belt
-Jan, 2017- May, 2026 -
Antiterrorism Officer
USMCSep, 2015- May, 2026 -
Human Intelligence Specialist
US Marine Special Operations CommandJan, 2013- May, 2026 -
Counterintelligence and Human Intelligence Basic Course
Navy and Marine Corps Intelligence Training CenterFeb, 2010- May, 2026
Experience
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J.P. Morgan Private Client Advisor
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Hogs and Logs
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Temple Texas
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Family Farm
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Jan 2022 - Present
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Temple Texas
Small family farm providing high and pasture raised pork by the half and whole hog, firewood, pasture chicken eggs, wildflower honey, and specialty butcherblock cutting boards
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Merrill Edge
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Waco, Texas Area
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Financial Solutions Advisor at Merrill Edge
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Jul 2019 - Present
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Waco, Texas Area
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Bank of America
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Killeen/Temple, Texas Area
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Relationship Manager, Bank of America
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Oct 2017 - Jul 2019
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Killeen/Temple, Texas Area
- Develop and Pitch relationships with Business partners and entities.- Responsible for High potential consumer acquisition, retention, and satisfaction.- Responsible for research into NSF, wire transfers, EFT, e-pay, fraudulent transaction and identity fraud- Salesforce and Microsoft suite proficient.
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Government Administration
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700 & Above Employee
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Current Operations Chief
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Jul 2015 - Oct 2017
I served as the Intelligence liaison and subject matter expert for the Operations Center as well as the Current Operations Chief responsible for managing battle rhythm and advising on the employment of 178 personnel. - Conducted three Junior Leadership Courses for Marines from 14 different units. - Coordinated and conducted a multi-phased training exercise with integration from four non-organic entities resulting in the Special Operations Certification of 38 personnel.
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Special Operations Capabilities Specialist - Human Intelligence
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Jan 2013 - Jul 2015
Provided Special Operations Human Intelligence with Counterintelligence integration to a Marine Special Operations Team responsible for regional security. Organized, developed and trained 3rd country nationals to conduct organic intelligence activities and integration with regional and national supporting assets.
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United States
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Armed Forces
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700 & Above Employee
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Counterintelligence and Human Intelligence Specialist
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Aug 2009 - Dec 2012
Built client networks through personal and professional relationships in order to guide strategic and operational planning. Applied and integrated analytical skills to identify and counteract threats to friendly forces posed by foreign and hostile organizations.
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Office Administrator
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Oct 2005 - Jul 2009
Managed and trained a team of 15 administrators to directly support administrative needs for over 2000 personnel resulting in over 60,000 transactions reported in a timely and effective manner. Implemented control procedures to ensure the accurate reporting of pay and entitlements.
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Education
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American Public University System
Mathematics, Applied Mathematics -
Northville High School
High School
Suggested Services
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Industry Focus. “Military”
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References
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