Experience

• 

  Thrivent

  • United States
  • Financial Services
  • 700 & Above Employee

  • Regional Development Leader

    • Sep 2019 - Present

    I oversee the launch of financial representatives who are in years 1-4 of their careers at Thrivent Financial. Provide training on business development, products, market training, lead generation skills, and overall financial planning questions.

  • Financial Advisor

    • Jun 2017 - Sep 2019

    I help young, established, and retired family achieve their financial goals. We work to help professionals use their financial success to achieve financial wealth.

• 

  Fisher Investments

  • Camas, WA

  • Operations Associate

    • Jun 2015 - Jun 2017
    • Camas, WA

    Fisher Investments is a privately owned, independent money management firm headquartered on the West Coast, with tens of billions under management for more than 27,000 private clients and over 150 large institutions across the US and around the world. Fisher 401(k) Solutions brings these same unparalleled resources to small and medium sized businesses and their employees with the mission of being an industry leading provider of innovative, world class retirement planning services.

• 

  University of Portland

  • Portland, Oregon Area

  • Student

    • Sep 2011 - May 2015
    • Portland, Oregon Area

    Studied Finance with an interest in Financial Analysis in the medical and real estate sectors. Expected to graduate in May of 2015 and currently looking for internships/careers in the field of financial analysis. Also received a minor in Chemistry.

• 

  US Navy

  • USS John C. Stennis (CVN-74)

  • United States Navy Machinery Repairman

    • Jan 2007 - Jan 2011
    • USS John C. Stennis (CVN-74)

    Managed Machine Shop personnel as well as being the sole Locksmith aboard. Worked with internal and external personnel daily to fabricate, fix, and purchase specialized parts. Received the Navy and Marine Corps Achievement Medal for services completed with excellence