Experience

Wealth Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Broker

  • Sep 2018 - Present

  • Prospecting for new clients through both emails and cold calling • Working along side the Managing Director on developing a financial plan to help clients retire • Being the primary contact point between the firm and the client • Prospecting for new clients through both emails and cold calling • Working along side the Managing Director on developing a financial plan to help clients retire • Being the primary contact point between the firm and the client



Private Census Services

• Greater Denver Area

• Consulting Analyst

  • Jan 2017 - Aug 2017

  • Aggregated and De-duplicated Census Data towards the publication of a USA Reference Document. • Researched Census and Affiliated topics using search engines and documentation. • Created Research Documents towards further analytic applications. • Aggregated and De-duplicated Census Data towards the publication of a USA Reference Document. • Researched Census and Affiliated topics using search engines and documentation. • Created Research Documents towards further analytic applications.



Colorado State University

• United States
• Higher Education
• 700 & Above Employee

• Research Analyst

  • Jan 2016 - Dec 2016

  • Teamed & Performed research towards the creation of a telecommunications plan for improving medical outcomes for patients in remote locations. • Managed an analytics project towards improved sports team performance and outcomes using data and machine learning. • Built multiple models with a combined accuracy (96%) for top placement. • Teamed & Performed research towards the creation of a telecommunications plan for improving medical outcomes for patients in remote locations. • Managed an analytics project towards improved sports team performance and outcomes using data and machine learning. • Built multiple models with a combined accuracy (96%) for top placement.



Tailbase

• Canada
• Technology, Information and Internet
• 1 - 100 Employee

• Client Services Manager

  • Jun 2013 - May 2015

  • Built & managed web solutions for manufacturer’s product description and inventory supporting B2B commerce. • Provided retailer support towards customer inquiries and Requirements • Built & managed partner retailer web platforms towards consumer discovery and acquisition of product. • On-line catalog management for product and pricing accuracy. • Built & managed web solutions for manufacturer’s product description and inventory supporting B2B commerce. • Provided retailer support towards customer inquiries and Requirements • Built & managed partner retailer web platforms towards consumer discovery and acquisition of product. • On-line catalog management for product and pricing accuracy.