Experience

Consolidated Ocean Technologies, Inc.
• United States
• Maritime
• 1 - 100 Employee
• Business Analyst

  • Jul 2022 - Present


New York Life Investments

• United States
• Financial Services
• 300 - 400 Employee

• Financial Advisor

  • Nov 2020 - Aug 2022

  Served as financial adviser providing advice and guidance to help clients achieve their financial goals. Identified financial planning needs and discussed the benefits of comprehensive financial planning with clients. Reviewed investment performance of overall portfolios, identified rebalancing needs and provided suitable recommendations based on the client’s risk tolerance, time frame and goals. Provide client relationship support through managing, gathering and analyzing client data, create financial plans and other client deliverables. Construct comprehensive plans in the core areas of financial planning – retirement, legacy, tax saving strategies, collage planning, insurances and investments, employer. retirement plans. Obtained FINRA and SEC licensing to become a registered representative. Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Oct 2018 - Nov 2020

  Specialized in comprehensive financial planning. Created financial plans and other client deliverables. Called on life insurance policyholders to deliver and explain life insurance policy features, recommended changes and upgrades. Performed need analysis on the client’s best interest for life insurance plans. Obtained FINRA licensing to become a registered representative. Specialized in comprehensive financial planning. Created financial plans and other client deliverables. Called on life insurance policyholders to deliver and explain life insurance policy features, recommended changes and upgrades. Performed need analysis on the client’s best interest for life insurance plans. Obtained FINRA licensing to become a registered representative.



Dragonfly Design Group

• United States
• Design Services
• 1 - 100 Employee

• Finance Director

  • Oct 2014 - Dec 2018

  A key member of Dragonfly Design Group’s management team, responsible for creating optimizing operational efficiencies across many areas of the agency’s business including finance, client service and team support. Strengths include business and financial acumen, organizational efficiencies, procedural developments, budgeting, strategic planning and human resources. A key member of Dragonfly Design Group’s management team, responsible for creating optimizing operational efficiencies across many areas of the agency’s business including finance, client service and team support. Strengths include business and financial acumen, organizational efficiencies, procedural developments, budgeting, strategic planning and human resources.


Green Air Diesel Solutions
• Business Consultant

  • Jan 2014 - Sep 2018

The Brick Your Neighborhood Deli
• United States
• Restaurants
• 1 - 100 Employee
• Independent Consultant

  • Jan 2013 - Sep 2013

Monica's Cakes
• United States
• Food and Beverage Manufacturing
• Business Owner

  • Sep 2008 - Mar 2013

Silver Me Jewelry
• United States
• Retail
• Business Owner

  • Jun 2002 - Jul 2008

Jesse James Trading Company
• United States
• Sales Manager

  • Mar 1998 - Jun 2004