Experience

FirstPurpose Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Operational Specialist

  • Jan 2021 - Present

  Currently building and managing the client service system for FirstPurpose Wealth.Processes are crucial for a firm to run smoothly.... if those processes are smooth, and employees are trained well on how to use those processes, the client's experience will most likely be a great one. Being an Advisor as well, I'm able to see how the processes directly impact the client experience.

• Associate Advisor

  • Jul 2017 - Jan 2021

• Client Services Manager

  • Mar 2014 - Jan 2021

  Securities offered through DFPG Investments, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through, LJCooper Capital Management LLC., a Registered Investment Advisor. DFPG and LJCooper Capital Management, LLC. are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through e-mail. Important letters, e-mail, or fax messages should be confirmed by calling (877) 405-4015. This email service may not be monitored every day, or after normal business hours. Show less



Rocco's City Deli

• Assistant Manager

  • Apr 2011 - Feb 2014

  Manage Saturdays Track inventory Make sure resources are ready for each day I work. Order resources Handle caterings Deliver caterings Handle the registrar Take catering orders Explain the products to customers Manage Saturdays Track inventory Make sure resources are ready for each day I work. Order resources Handle caterings Deliver caterings Handle the registrar Take catering orders Explain the products to customers