Experience

AMG Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Jun 2022 - Present

  Austin, Texas, United States • Manage data integration and accuracy across multiple platforms including Salesforce CRM, SS&C Black Diamond, SharePoint, MoneyGuidePro, Morningstar, Fi360, and LastPass. • Lead efforts in research, development, and implementation of Firm technology stack, to facilitate growth and a feature-rich client experience. • Design & implement workflows, automation, and process improvements to enhance team efficiency. • Proposal generation, performance reporting, portfolio analysis, business… Show more • Manage data integration and accuracy across multiple platforms including Salesforce CRM, SS&C Black Diamond, SharePoint, MoneyGuidePro, Morningstar, Fi360, and LastPass. • Lead efforts in research, development, and implementation of Firm technology stack, to facilitate growth and a feature-rich client experience. • Design & implement workflows, automation, and process improvements to enhance team efficiency. • Proposal generation, performance reporting, portfolio analysis, business and asset valuation. • Support Advisors with financial plan creation and ongoing management of client data. • Coordinate digital marketing initiatives and present recommendations to advisors to enhance brand awareness. • Assist with other operational functions as required to support Firm clients and Client Service Associates.

• Client Services Coordinator

  • Nov 2019 - Jun 2022

  Austin, Texas, United States



Seeking Alpha

• United States
• Technology, Information and Internet
• 300 - 400 Employee

• Contributor

  • Apr 2015 - Nov 2019

  Greater New York City Area • Publish exclusive research articles to Seeking Alpha readers via Seeking Alpha marketplace • Articles focused on macroeconomics, tactical asset allocation, DGI (dividend growth) portfolios



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Nov 2018 - Oct 2019

  Newport Beach, CA • Assisted Financial Advisors & Senior V.P. by servicing needs of current and prospective clients. • Served as client's first point-of-contact, processing ad-hoc requests and maintaining relationships. • Coordinated marketing communications, educational workshops, and other client events to further grow business and expand networks. • Facilitated trades, wires, transfers, and general account maintenance including database management.



Independent Consultant

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Independent Consultant

  • Nov 2016 - Oct 2019

  Greater Los Angeles Area • Prepare and present reports on various business topics for professionals in financial services industry • Offer insights on specific operational applications of distributed-ledger/blockchain technology • Develop comprehensive financial plans for individuals seeking guidance in retirement strategies



Western Asset Management

• Canada
• Financial Services

• RFP Associate

  • Jan 2015 - Jul 2015

  Pasadena, CA • Created and managed responses to RFPs and RFIs from clients, and ad hoc reports for executives and consultants. • Prepared and presented Firm data (AUM, performance, risk, portfolio characteristics) to senior management. • Individually led RFP efforts to win several client accounts, including one that delivered over $18m new AUM.



Cove Financial Group, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Product Manager

  • May 2013 - Apr 2014

  Irvine, CA • Conducted analysis for project-specific ROI, capital budgeting and presented to partners and executive management. • Built customer engagement programs and cost attribution systems using Marketo and Dynamics CRM. • Developed proprietary lead-scoring and tagging algorithms to execute big data strategies. • Designed exclusive “dynamic retargeting system” that offset over 70% of marketing costs.

• Wealth Management Intern

  • Jan 2012 - Sep 2012

  Westlake Village, CA • Assisted the senior financial planner in managing client accounts with Salesforce CRM. • Collaborated on portfolio asset allocation by positioning securities to meet performance & risk profiles. • Jointly secured $5m new AUM, prepared proposals, presentations, and performance reports. • Leveraged macro tools in Excel to automate reports for funds and client portfolios.



Softline Solutions

• Canada
• Construction
• 1 - 100 Employee

• Internal Marketing Intern

  • May 2011 - Aug 2011

  Tujunga, CA • Led efforts in developing the firm’s first internal marketing plan. • Benchmarked client marketing campaigns to visitor, engagement, and conversion targets. • Provided phone support to clients and ensured account security during a major defrauding event.