Experience

Henssler Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Jun 2015 - Present

• Assistant

  • Feb 2015 - Present

  My role at Henssler Financial involves supporting Senior Associates with client cash flow projections, processing client information and client services support duties. I analyze output from our CRM, Outlook,reporting, and trading software for implementing financial plans.

• Operations Assistant

  • Mar 2014 - Present

  As a trader for the operations department, I oversee the daily execution of trading for our clients. I frequently use brokers to place trades for our company investor fund. As a part of the trading team, I have a significant part in implementing and maintaining our trading software. Part of my job is to work regularly with the research department for optimal model performance. The knowledge I gain from working with the research department on building high quality models and portfolios is critical to my success in the industry. Show less



Cobb Atlanta Volleyball

• United States
• Spectator Sports
• 1 - 100 Employee

• Assistant Coach

  • 2013 - 2015



Marietta Country Club

• Pro Shop Manager

  • Aug 2008 - Mar 2014