Experience

Research College of Nursing

• United States
• Higher Education
• 1 - 100 Employee

• Accelerated BSN student

  • Jan 2023 - Present

• Student

  • Jan 2023 - Present



Creative Planning

• United States
• Financial Services
• 700 & Above Employee

• Investment Manager - Institutional

  • Aug 2019 - Dec 2022

  Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*. Creative Planning manages $47.9 billion as of December 31, 2019 for clients in all 50 states. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management. *Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings. Show less



KC CARE Health Center

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Community Health Worker

  • May 2017 - Aug 2019



KC Blazers

• Business Manager

  • Feb 2013 - Jun 2018



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Dec 2010 - Jan 2014

  Helping individuals and small businesses achieve their investment goals through comprehensive planning, thorough research, and gold standard service. Helping individuals and small businesses achieve their investment goals through comprehensive planning, thorough research, and gold standard service.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Registered Client Associate

  • Aug 2008 - Dec 2010

  Relationship building with existing client base, executing securites sales, and mananging marketing events for financial services team. Relationship building with existing client base, executing securites sales, and mananging marketing events for financial services team.



CHC: Creating Healthier Communities

• Non-profit Organizations
• 1 - 100 Employee

• Business Development Manager

  • Jun 2007 - Jul 2008

  Develop workplace giving campaigns and wellness programs for a variety of businesses. Bringing the voice of Rhode Island's most needy health charities into the marketplace, while raising funds to forward their missions through a federated model. Develop workplace giving campaigns and wellness programs for a variety of businesses. Bringing the voice of Rhode Island's most needy health charities into the marketplace, while raising funds to forward their missions through a federated model.



Altana Pharma

• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Sales representative

  • Sep 2002 - Dec 2006

  Market and sell several pharmaceutical products to primary care Physicians. Market and sell several pharmaceutical products to primary care Physicians.



inVentiv Health Commercial

• United States
• Pharmaceutical Manufacturing
• 400 - 500 Employee

• Sales Representative

  • 1998 - 2000

  Marketed and Sold Eli Lilly products to Primary Care Physicians. Marketed and Sold Eli Lilly products to Primary Care Physicians.



Milex Products

• Sales Representative

  • Feb 1995 - May 1997

  Marketed and Sold an indepth line disposable medical supplies and patient education materials to physicans and hospitals. Marketed and Sold an indepth line disposable medical supplies and patient education materials to physicans and hospitals.