Bio
Credentials
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Series 66
FINRA -
Series 7
FINRA
Experience
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Cetera Financial Group
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San Diego, California, United States
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Financial Advisor
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May 2021 - Dec 2021
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San Diego, California, United States
Educating and empowering families through financial wellness.
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Northwestern Mutual
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San Diego, California, United States
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Financial Advisor
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Jan 2020 - May 2021
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San Diego, California, United States
My team and I educate and empower clients to secure their financial future. We plan intentionally to allow clients to achieve peace of mind and financial security.
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White Apple
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Greater San Diego Area
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Partner
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Jun 2009 - Jan 2020
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Greater San Diego Area
In 2009, while in college, I began White Apple as an Eco-friendly clothing and accessory company. Today, White Apple specializes in custom textiles manufacturing, cut and sew, screen printing, and more. White Apple has produced thousands of items for sororities, corporations, brides, retailers and end consumers. We currently maintain multiple divisions, both online and through several scheduled events in Southern California.
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Math Tutor
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Apr 2010 - May 2014
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Math Tutor
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Sep 2008 - May 2010
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Graphics / Production
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Sep 2008 - Jul 2009
My position at Sports Multipled was part time to supplement my income while going to college. I prepared graphics for transfer on to custom sportswear for amateur and professional cyclists and triathletes.
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Account Executive
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Aug 2006 - Nov 2007
My primary role with Nexternal solutions was to be the first point of contact for customers interested in Nexternal's ecommerce services. I and other account executives would then lead potential clients through an online demo. We would then maintain that relationship with any client who signed on, and continued to be their point of contact. My duties were to manage client accounts, recommend features and services to help them be successful, field any questions or issues with the product and provide technical assistance. During my time there I also Managed $10K/month Adwords advertising budget. I was able to increase paid, qualified sales leads by 800% Year Over Year, with minimal cost increases (mainly through the use of negative keywords and specialized landing pages offering competitor product comparisons).
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Webmaster
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Apr 2005 - May 2006
During my time at Nytro, I implemented a SAAS ecommerce solution that could be maintained and managed by any non technical staff. I essentially worked myself out of a position and moved on to a new opportunity. The other portion of my role was managing the PPC campaigns which totaled around $2,000 per month.
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Web Developer
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Aug 2003 - Feb 2005
Developed applications for internal clients at Indiana University Purdue University Indianapolis. Clients included the Jags book store, the IU Natatorium, University Place Conference Center & Hotel, the IUPUI sports complex and others.
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Education
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2010 - 2012University of California San Diego
Bachelor's degree, Economics -
2007 - 2010MiraCosta College
Economics
Suggested Services
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