Experience

Conquis Financial LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Advisor

  • May 2022 - Present

  Millbrae, California, United States



AdvicePeriod

• United States
• Financial Services
• 1 - 100 Employee

• Advisor

  • 2017 - Jun 2022

  San Mateo, CA



Brio Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Paraplanner

  • Nov 2016 - Mar 2017

  San Francisco, CA



FedEx Trade Networks

• 100 - 200 Employee

• Publications Manager

  • 2004 - Oct 2016

  Manage a team of copy editors to support the publication of import duties and indirect taxes; research and interpret global trade laws and regulations including HS classification and duties, import restrictions and export control restrictions; maintain security-sensitive Restricted Party screening lists; provide sales support and client training.

• Regional Technical Editor

  • 2002 - 2004

  Acquired, monitored, translated, and interpreted trade regulation data; analyzed duty rates by determining country of origin, commodity, and checking trade agreements; maintained the accuracy of the WorldTariff database through timely updating; provided management consulting research in international customs matters.

• Copy Editor

  • 2001 - 2002

  Entered and documented trade regulation changes into the WorldTariff trade database; met individual deadlines in support of editorial team publication deadlines; ensured quality control through the proofreading and application of page protocol.



CT Corporation

• United States
• Information Services
• 500 - 600 Employee

• Senior Customer Specialist

  • 1994 - 2001

  Coordinated nationwide network of local and federal agencies and independent contractors in over 3,000 jurisdictions; liaised between Secretary of State offices, foreign consulates, and customers to ensure compliance with government regulations; promoted company philosophy and services to clients including law firms and financial institutions; researched, compiled, and reviewed public records documents; resolved conflicts between clients and customer specialists.