Experience

Fusion Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Director of Sales

  • Jan 2018 - Present

  Dallas/Fort Worth Area Fusion Capital Management is a technology based advisor services firm that provides end to end support for IARs and RIAs. Fusion has over 75 direct advisors and institutional clients (RIAs) with more than 300 advisors and over 2500 agents totaling over $1.7B AUA. The Fusion technology allows advisors to increase their Operational Edge! This allows advisors more time to grow their practice and spend time with their clients!



Advisor OS

• United States
• Financial Services

• Senior Sales Consultant

  • Jan 2018 - Dec 2020

  Dallas/Fort Worth Area and Greater Chicago Area Advisor OS is a powerful platform offering cutting-edge technology and robust investment research to help RIAs achieve superior growth, exceptional performance, and unique brand differentiation. Advisor OS offers support in five distinct areas: - Institutional-grade due diligence and investment management - Exceptional back and mid-office operational support - Best of breed technology - A comprehensive marketing suite - An active and continuous learning community The… Show more Advisor OS is a powerful platform offering cutting-edge technology and robust investment research to help RIAs achieve superior growth, exceptional performance, and unique brand differentiation. Advisor OS offers support in five distinct areas: - Institutional-grade due diligence and investment management - Exceptional back and mid-office operational support - Best of breed technology - A comprehensive marketing suite - An active and continuous learning community The Advisor OS suite of services is ideal for advisors struggling to manage the multiple facets of their advisory practice while striving to grow to the next level. Advisor OS is a joint venture between two industry-leading investment firms, Taiber Kosmala & Associates of Chicago, Illinois and Fusion Capital Management of Dallas, Texas. Get the conversation started, discover how Advisor OS can help you build and grow your business. Show less



Carson Group Partners and Carson Group Coaching

• Sr. Business Development Consultant

  • 2010 - 2018

  Greater Omaha Area Carson Group Coaching is the country's largest financial advisor coaching and practice management company. Carson Group Partners is a Turnkey Integrated Partnership for a select community of wealth advisors. Allowing advisors to deliver trust, transparency, and accountability to their clients.



American Heart Assocation

• Heart Walk Director

  • 2008 - 2010



InfoUSA

• Account Manager

  • 2005 - 2008



Target

• United States
• Retail
• 700 & Above Employee

• Executive Team Leader

  • 2002 - 2005