Experience

AccessBanc Mortgage
• Real Estate
• 1 - 100 Employee
• Loan Officer

  • Jan 2005 - Present


H&R Block Financial Advisors

• Complex Manager

  • Jan 2003 - Feb 2004

  Responsible for all aspects of branch complex oversight. Sales, Compliance,P&L, Workforce Expansion. Exceeded revenue Growth Targets by 23% in 2003. Reduced compliance breaches to 0%. Named to 6-member national committe to establish best practices by CEO Bryan Nygaard in 2004. Responsible for all aspects of branch complex oversight. Sales, Compliance,P&L, Workforce Expansion. Exceeded revenue Growth Targets by 23% in 2003. Reduced compliance breaches to 0%. Named to 6-member national committe to establish best practices by CEO Bryan Nygaard in 2004.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Associate VP

  • Nov 1994 - Jan 2003

  Book of Business> 170M through referral driven client aquisition. Directors Club Member 2001/2002/2003. Advisor on both public and private investment. Rule 144 Specialist and Off Shore Accounts Coordinator. Approx. 30% of client base comprised of foreign nationals. Developed (copyright in process) portfolio and modeling software using native code. Book of Business> 170M through referral driven client aquisition. Directors Club Member 2001/2002/2003. Advisor on both public and private investment. Rule 144 Specialist and Off Shore Accounts Coordinator. Approx. 30% of client base comprised of foreign nationals. Developed (copyright in process) portfolio and modeling software using native code.