Vice President, Investment Advisor

• May 2019 - Present

Senior Financial Planner

• Jan 2014 - May 2019

Lock Desk Analyst

• Mar 2012 - Oct 2013

Web Development Advisor/Supervisor

• Jun 2002 - Feb 2012

Developed website for marketing and contact purposes that increased business by 20%. Assisted with Accounting duties- State and Federal Quarterly Payroll Reports and W-2s. Supervised the duties of 10-15 employees, on an ongoing basis. Established budget and timelines for tenant improvements including, demolition and improvements to office and warehouse space. Developed website for marketing and contact purposes that increased business by 20%. Assisted with Accounting duties- State and Federal Quarterly Payroll Reports and W-2s. Supervised the duties of 10-15 employees, on an ongoing basis. Established budget and timelines for tenant improvements including, demolition and improvements to office and warehouse space.

ATiB Intern

• Jan 2011 - May 2011

Consulted with Executive Team (President, Marketing and Program Managers) to establish corporate goals. Established budget to meet team goals to include, redesigning the Company's existing website. Tailored website to Company's Engineering Clients; added downloadable Technical Information. Integrated Translation feature into; allowed site to be viewed in 52 different languages. Consulted with Executive Team (President, Marketing and Program Managers) to establish corporate goals. Established budget to meet team goals to include, redesigning the Company's existing website. Tailored website to Company's Engineering Clients; added downloadable Technical Information. Integrated Translation feature into; allowed site to be viewed in 52 different languages.

ATiB Intern

• Sep 2010 - Dec 2010

Developed survey for distribution by Chamber of Commerce to local businesses. Survey Goals: Determine how the ATiB program could serve the local Business Community through Marketing, Website improvement, collection, and data analysis. All income earmarked for future ATiB scholarships and lab expenses. Developed survey for distribution by Chamber of Commerce to local businesses. Survey Goals: Determine how the ATiB program could serve the local Business Community through Marketing, Website improvement, collection, and data analysis. All income earmarked for future ATiB scholarships and lab expenses.

ATiB Intern

• Feb 2010 - Oct 2010

Researched Content Management Systems to meet Corporate Goals: update information, modern look, easily maintained, linked to the Customer database. Recommended and utilized Drupal to redesign Company website (telecomtech.com). Reduced annual web costs 70% through improvements in user friendliness, functionality, and ease of updates and maintenance. Researched Content Management Systems to meet Corporate Goals: update information, modern look, easily maintained, linked to the Customer database. Recommended and utilized Drupal to redesign Company website (telecomtech.com). Reduced annual web costs 70% through improvements in user friendliness, functionality, and ease of updates and maintenance.

ATiB Intern

• Jan 2010 - Apr 2010

Researched and recommended online marketing techniques to increase website traffic, enhance user friendliness, and improve cost efficiency. Project 40% improvement with utilization of Google AdWords. Formatted all marketing department PDF files to Excel format for incorporation into new Google AdWords campaign and the new marketing database. Researched and recommended online marketing techniques to increase website traffic, enhance user friendliness, and improve cost efficiency. Project 40% improvement with utilization of Google AdWords. Formatted all marketing department PDF files to Excel format for incorporation into new Google AdWords campaign and the new marketing database.