Experience

EPM Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2023 - Present

  Mount Juliet, Tennessee, United States • Examine current financial picture and determine strategies for meeting clients' financial objectives. • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills. • Interview clients to determine their current income, expenses, insurance coverage, tax… Show more • Examine current financial picture and determine strategies for meeting clients' financial objectives. • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. • Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills. • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances. • Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections. • Recommend financial products, such as stocks, bonds, mutual funds, or insurance. • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. • Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation. • Investigate available investment opportunities to determine compatibility with client financial plans. • Monitor financial market trends to ensure that client plans are responsive. • Devise debt liquidation plans that include payoff priorities and timelines. Show less



Securian Financial

• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Sep 2020 - Feb 2023

  Brentwood, Tennessee, United States Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Shoemaker Financial is independently owned and operated. Areas of expertise include: • Wealth Management • Education Funding • Life Insurance • Retirement Planning • Long Term Care Insurance • Disability Insurance • Small Business strategies •… Show more Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Shoemaker Financial is independently owned and operated. Areas of expertise include: • Wealth Management • Education Funding • Life Insurance • Retirement Planning • Long Term Care Insurance • Disability Insurance • Small Business strategies • Estate strategies • Workplace Group Benefit Plans Show less



MEDHOST

• United States
• Hospitals and Health Care
• 400 - 500 Employee

• Senior Solution Sales Specialist

  • Aug 2014 - Apr 2020

  Franklin, TN • Subject Matter Expert/Pre-Sales Engineer delivering value-based, targeted solutions, discovery and demonstrations to departmental directors, IT leadership, hospital executives, and key stakeholders resulting in $100M+ in revenue. Scoping and delivering Proof of Concept/Proof of Value for prospects and clients. • Create functional solution content for RFI/RFP responses. Ensured that proposal responses complied with RFP requirements, contained win strategies and themes, and complied… Show more • Subject Matter Expert/Pre-Sales Engineer delivering value-based, targeted solutions, discovery and demonstrations to departmental directors, IT leadership, hospital executives, and key stakeholders resulting in $100M+ in revenue. Scoping and delivering Proof of Concept/Proof of Value for prospects and clients. • Create functional solution content for RFI/RFP responses. Ensured that proposal responses complied with RFP requirements, contained win strategies and themes, and complied with MEDHOST format and style criteria. • Prospecting Activities Nationwide: including cold calling, internet research, relationship building from C-Suite to departmental directors to end users. • Strategy development and implementation of all National/State professional industry association (HIMSS, NRHA, AHA, ACEP, etc.). • Regional Sales Executive representing Emergency Department Information System. Responsible for net new sales and lead generation for the MEDHOST Emergency Department Information System (EDIS). Managing territory and pipeline activity. Develop and implemented strategic sales plans.

• Client Server Programming Analyst / System Engineer I

  • Jun 2012 - Aug 2014

  Franklin, tn Program financial, clinical, and patient accounting software for the healthcare industry including Meaningful Use. Collaborate with Scrum teams, across all applications, for enhancement development solutions and issue resolution. Valuable contribution to HMS new web base release including MU2 regulations (Release 12.0).



United States Postal Service

• United States
• Government Administration
• 700 & Above Employee

• Letter Carrier

  • Jul 2009 - May 2012

  Greater Nashville Area A representative of the USPS to metropolitan Nashville. Enjoy working as a team member as well as independently. Organizing and calculating work and time management. Able to prioritize and operate proactively.