Experience

Perspective Wealth Planning

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Jan 2022 - Present

• Wealth Management Advisor

  • Oct 2019 - Jan 2022

• Investment Strategist

  • 2018 - Oct 2019



Charts Don't Lie LLC

• CEO & Owner

  • 2013 - 2017

  www.swingtradesetups.com As a Professional Trader and Trade Coach. I work with traders to help them; Find their edge and develop a profitable trading system. Learn how to focus on risk first then rewards. Learn how to find the setups that work best for their trading style. Uncover and confront their weaknesses and develop ways to overcome them. Learn how to remove emotion from trading and become a rational and calculated trader. http://swingtradesetups.com/



Social Leverage Research, Inc

• Chief Marketing Officer

  • 2014 - 2014

  Greater San Diego Area Social Leverage 50 is a premier financial services platform. We feature the SL50 list which is the latest iteration of the well-known StockTwits50 list (ST50), which consistently spotlights 50% and 100%+ winners ignored by the mainstream press – we have spotlighted 3D Systems, Stratasys, Visa, Financial Engines, Cray, Michael Kors, LinkedIn, Netsuite, On Assignment , Pharmacyclics just to name a few. The purpose of the list is to highlight the future market winners before their biggest… Show more Social Leverage 50 is a premier financial services platform. We feature the SL50 list which is the latest iteration of the well-known StockTwits50 list (ST50), which consistently spotlights 50% and 100%+ winners ignored by the mainstream press – we have spotlighted 3D Systems, Stratasys, Visa, Financial Engines, Cray, Michael Kors, LinkedIn, Netsuite, On Assignment , Pharmacyclics just to name a few. The purpose of the list is to highlight the future market winners before their biggest moves. We manage a million dollar model portfolio headed up by two of the best traders in the market. Unlike most platforms that just highlight actionable stocks, we feature a completely transparent approach providing real time entries and exits for all trades. With a track record of success for all to see. I am tasked with designing and implementing a marketing strategy to lower churn by 50% and increase new clients by 500% through: Revamping the platform Improving the customer experience Developing more engaging messaging Designing an email marketing campaign Utilizing Google analytics to establish proper reporting and benchmarks Designing and implementing display ad campaign, PPC campaign, and Facebook ad campaign Show less



Search Engine Optimization Inc.

• Canada
• IT Services and IT Consulting

• Vice President Of Sales

  • 2013 - 2013

  Carlsbad "SEO Inc. is an internet marketing agency whose purpose is to help companies improve their online presence in search and social media in order to acquire new customers and build their brand online."



KPA LLC

• United States

• Internet Marketing Consultant

  • 2012 - 2013

  San Diego Automotive Internet Marketing Specialist focusing on dominate SEO, flexible websites, conversion, social media, and mobile web marketing strategies. To ensure Dealers are found in multiple competitive markets, capturing more leads and leading to more car sales.



DealerOn, Inc

• Chief Sales Engineer

  • 2007 - 2012

  I focused on making sure Dealers understood the value of SEO and conversion and focused on how DealerOn could increase a Dealers leads.