Experience

BIP Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Personal Wealth Advisor

  • Sep 2022 - Present



Shoemaker Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • May 2021 - Sep 2022

  Founded in 1978, over 40 years ago, a team of individuals came together with a vision of creating a successful and dynamic financial firm. Their mission, to enable our clients and associates to define and achieve their financial dreams and goals, while building relationships that last a lifetime. Since then, Shoemaker has flourished, expanding from two founding members into a team of well over 130 driven, talented, and experienced professionals in 13locations across the US. Our team includes financial planners ,investment specialists, and retirement plan professionals. Most of our professionals have the following designations: CFP, CLU, ChFC, CFS & RFC. In addition to providing professional advice, quality products, and excellent service, one of the greatest strengths of our firm is that it was founded on value-driven principles. Show less



Jackson

• United States
• Financial Services
• 700 & Above Employee

• Internal Wholesaler

  • May 2019 - Dec 2020

  • Partnered with External wholesaler to execute and exceed $54 Million Annuity Annual sales goal • Increased annual market share of territory by 15+% • Generated prospects and maintained new relationships with financial teams • Researched, Developed, and Innovated business plan on current economic markets through 2019 - 2020 • Analyzed and processed Jacksons market outlook research • Competed and accomplished Jacksons training programs: Career Development Program, Weekly Smackdowns, Elements Combine, and Team Activity Competitions Show less



Orchard Lake St. Mary's Preparatory

• United States
• Education Administration Programs
• 1 - 100 Employee

• Director Of Admissions

  • Oct 2017 - May 2019

  - Support the mission and values of St. Mary’s Prep - Support the Admissions Department in its effort to identify and attract potential students/families - Communicate with prospective parents via email, phone, as well as face-to-face meetings - Providing prospective families tours of campus and facilities - Coordinate schedule for prospective student and host - Work with shadows during their day visits (welcome / end-of-day processes) - Assisting with the acceptance procedures and issuance of acceptance letters - Assisting in the administration of the High School Placement Test (twice annually, Saturday mornings) - Attending all Regional High School nights and school visits - Collaborate and participate in meetings of the Board of Catholic High School Admissions Directors - Assisting the Dean of Admissions with any and all duties that fall under the umbrella of Admissions that may not be listed here - Other duties as assigned by the Headmaster Show less



Alumni Association of SS. Cyril and Methodius Seminary, St. Mary’s College, St. Mary’s Preparatory

• Orchard Lake, Michigan

• Executive Secretary

  • Mar 2017 - Jan 2019

  + Administers the programs to which the Alumni/ae Association is regularly committed including the following: conducting alumni/ae activity on campus such as convention, meetings, special events, maintaining alumni/ae files, and mailing to alumni/ae. +Attends all Executive Board meetings. +Takes minutes of Executive Board meetings. +Serves as ex-officio member of all Executive Board committees. +Has custody of the minutes and resolutions of the Conventions. + Administers the programs to which the Alumni/ae Association is regularly committed including the following: conducting alumni/ae activity on campus such as convention, meetings, special events, maintaining alumni/ae files, and mailing to alumni/ae. +Attends all Executive Board meetings. +Takes minutes of Executive Board meetings. +Serves as ex-officio member of all Executive Board committees. +Has custody of the minutes and resolutions of the Conventions.



ACATRACK.NET

• United States
• Insurance
• 1 - 100 Employee

• Account Director

  • Dec 2016 - May 2018

  Stand-alone software & data management for variable hour tracking and 1095-C & 1094-C IRS reporting. ACA TRACK provides dedicated data management services to immediately identify missing data and/or variances in the data migration. ACA TRACK was custom built to help employers automate their compliance responsibilities for the Affordable Care Act and IRS reporting. Our value proposition to our customers is we provide an end to end solution. Data Management & Automated Compliance ACA TRACK is not tied or coded to any legacy systems thus providing our customers the ability to adapt to changing legislation without the burden of additional cost. Show less



Grand Valley State University

• United States
• Higher Education
• 700 & Above Employee

• Campus Recreation Competitve Sports Intern

  • Aug 2016 - Dec 2016

  OverviewThe department of Campus Recreation is part of the Division of Student Services at Grand Valley State University. The mission of Campus Recreation is to enhance and engage the GVSU community by providing inclusive and diverse recreational opportunities that inspire participation, promote health and wellbeing and encourage student development and success. Essential Duties: • Assist in all marketing efforts including social media, promotion of intramural programming, promotion of club sports’ special events, etc.• Observe and assist with the hiring, training, scheduling and evaluating of Competitive Sports Supervisors, office staff and sports officials.• Supervise and officiate intramural sports, when prepared and as necessary.• Coordinate staff outreach opportunities.• Oversee an intramural sport, including the scheduling of games, officials, and supervisors. • Assist and promote the Intramural Greek and Housing leagues.• Assist with IM Leagues scheduling program.• Attend and assist with any and all Campus Recreation events as necessary.• Attend club sports funding board and council meetings. • Assist in the reservation of facilities.• Assist in the inventory and purchase of sports/office equipment.• Assist with evaluation of intramural and club sports programs, policies and administration.• All other duties and special projects, as assigned. Show less

• Competitive Sports Supervisor

  • Mar 2015 - Dec 2016

  Sports Marketing, Manage Club Events, Create training/lesson plans, Facilitate Intramural sports, Staffing



KALLER®

• Sweden
• Mechanical Or Industrial Engineering
• 1 - 100 Employee

• Sales and Marketing Intern

  • May 2015 - Aug 2015

  Database Organization, Market Research, Website Development, Sales Strategy Development, Tier 1 (Automotive) Sales. Database Organization, Market Research, Website Development, Sales Strategy Development, Tier 1 (Automotive) Sales.



Edustaff

• United States
• Education Management
• 700 & Above Employee

• Substitute Para Educator

  • May 2013 - May 2015



Clarkston Scamp

• United States
• Education Administration Programs

• Volunteer

  • Jun 2010 - Aug 2014

  Administered a group of children between the ages of 11-13 with special needs. Administered a group of children between the ages of 11-13 with special needs.