Experience

CAP Advisors Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Client Advisor

  • Jan 2022 - Present

  A wealth management company providing tax, retirement and estate planning strategies to corporate executives, high-net-worth families, entrepreneurs and professional athletes. Specialize in using tax-exempt life insurance as a tool for wealth management. A wealth management company providing tax, retirement and estate planning strategies to corporate executives, high-net-worth families, entrepreneurs and professional athletes. Specialize in using tax-exempt life insurance as a tool for wealth management.



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Oct 2019 - Jan 2022

  I pride myself in getting to know each client so I can understand their individual needs and what matters most to them. I am dedicated to making a difference in peoples lives. I pride myself in getting to know each client so I can understand their individual needs and what matters most to them. I am dedicated to making a difference in peoples lives.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Jun 2019 - Oct 2019

  Inspiring people to align their actions with intentions to enjoy financially secure lives. Inspiring people to align their actions with intentions to enjoy financially secure lives.



Manulife Investment Management

• Canada
• Investment Management
• 700 & Above Employee

• Client Service and Sales Support Intern

  • May 2018 - Aug 2018

  • Worked and collaborated with the Client Service and Sales Support team with AUM in 2018 of over $3 Billion in institutional clients. • Created trade tickets for institutional client redemption and subscription pension plans to be sent through Manulife Asset Management trade office in Montreal and executed through State Street. • Worked and collaborated with the Client Service and Sales Support team with AUM in 2018 of over $3 Billion in institutional clients. • Created trade tickets for institutional client redemption and subscription pension plans to be sent through Manulife Asset Management trade office in Montreal and executed through State Street.



Manulife Private Wealth

• Canada
• Financial Services
• 1 - 100 Employee

• Financial Risk Management Intern

  • May 2017 - Aug 2017

  • Gained exposure to wealth management, asset allocation, and portfolio management for high net worth clients with minimum investable assets of $1 million. • Performed updates/revisions on quarterly client performance reports. • Gained exposure to wealth management, asset allocation, and portfolio management for high net worth clients with minimum investable assets of $1 million. • Performed updates/revisions on quarterly client performance reports.



CAP Advisors Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Intern

  • Apr 2014 - Aug 2014

  • Managed over 200 client files, worked with spreadsheets and organized database system for $1.4 Billion Death Benefit in Canadian life insurance • Learned how life insurance is used for tax, retirement and estate planning purposes • Managed over 200 client files, worked with spreadsheets and organized database system for $1.4 Billion Death Benefit in Canadian life insurance • Learned how life insurance is used for tax, retirement and estate planning purposes