Experience

The Atrium Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • Nov 2017 - Present



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Associate Wealth Management Advisor

  • Mar 2013 - Present

  At Northwestern Mutual, our mission is to help the people we care about improve the quality of their lives by meeting their goals and objectives for accumulating and preserving multigenerational wealth. We are a team of highly motivated, educated and caring individuals. We believe in establishing long-term relationships built on a foundation of trust and respect. We will continue to build on our past by providing highly competitive products and services to our clients. At Northwestern Mutual, our mission is to help the people we care about improve the quality of their lives by meeting their goals and objectives for accumulating and preserving multigenerational wealth. We are a team of highly motivated, educated and caring individuals. We believe in establishing long-term relationships built on a foundation of trust and respect. We will continue to build on our past by providing highly competitive products and services to our clients.



Wealth Advisory Group LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Jan 2012 - Mar 2013

  At Wealth Advisory Group, our philosophy is rooted in common sense and a proven record of intelligent financial planning. For more than 75 years we have been guiding individuals and businesses through every stage of the financial life cycle. Our primary goal is to empower you with sound financial strategies that can help you achieve your full financial potential. Wealth Advisory Group will help you discover and implement powerful wealth accumulation, asset protection and tax savings strategies to enhance your lifestyle. Show less



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Recruiting Coordinator

  • May 2010 - Jan 2012

  Founded in 1845 and headquartered in New York City, New York Life Insurance Company is a Fortune 100 company and the oldest and one of the largest mutual life insurance companies in America. New York Life maintains operations in all 50 states, as well as Mexico and Taiwan, through a network of more than 17,000 agents and more than 10,000 employees. The Company holds the highest financial strength ratings currently awarded to any life insurer from the four principal rating agencies Founded in 1845 and headquartered in New York City, New York Life Insurance Company is a Fortune 100 company and the oldest and one of the largest mutual life insurance companies in America. New York Life maintains operations in all 50 states, as well as Mexico and Taiwan, through a network of more than 17,000 agents and more than 10,000 employees. The Company holds the highest financial strength ratings currently awarded to any life insurer from the four principal rating agencies



Bank of America

• United States
• Banking
• 700 & Above Employee

• Sales and Service Specialist

  • Apr 2009 - Apr 2010

  At Bank of America, we believe that a healthy community is important to all of us. As part of our core company value to "do the right thing", we are committed to creating positive change in the places we live and work through our philanthropic efforts, employee volunteerism, and environmental initiatives. At Bank of America, we believe that a healthy community is important to all of us. As part of our core company value to "do the right thing", we are committed to creating positive change in the places we live and work through our philanthropic efforts, employee volunteerism, and environmental initiatives.



Northeast Tae Kwon Do

• Master Instructor

  • Jan 2001 - Jan 2009

  · Responsible for conducting class on a nightly basis · Provided guidance and instruction in the five key aspects of Tae Kwon Do 1. Courtesy 2. Integrity 3. Perseverance 4. Self-Control 5. Indomitable Spirit · Responsible for conducting class on a nightly basis · Provided guidance and instruction in the five key aspects of Tae Kwon Do 1. Courtesy 2. Integrity 3. Perseverance 4. Self-Control 5. Indomitable Spirit