Experience

Monarch Wealth Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor Associate & Operations Manager

  • Oct 2022 - Present

  Santa Barbara, California, United States With the burden of financial planning off their shoulders, Monarch Wealth Strategies’ clients can instead spend time on what fulfills them. Monarch expertly guides clients through various financial planning phases, safeguards and shepherds their legacies, and empowers them to make smart decisions with their money. Our offices are located in Santa Barbara, Santa Maria, and Pasadena, California. Visit our website at: https://www.mwsus.com/.

• Operations Manager

  • Jun 2019 - Oct 2022

  Santa Barbara, California



Santa Barbara Young Professionals Club

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• President

  • Jan 2020 - Jul 2023

  Santa Barbara, California Area

• Treasurer | Board Of Directors

  • Feb 2019 - Dec 2019

  Santa Barbara, California



Union Bank

• United States
• Banking
• 1 - 100 Employee

• Branch Service Officer

  • Sep 2017 - Jun 2019

  Santa Barbara, California



SF Puppy Prep

• Primary and Secondary Education
• 1 - 100 Employee

• General Manager

  • Jan 2013 - Mar 2017

  251 6th St, San Francisco, CA 94103 I took some time off of my Finance Career path to explore something fun. I spent my time here networking, building a great team in addition to all the normal (read boring) stuff: Accounting, Bookkeeping, HR duties, supervised a team of 10. Office management, branding and social media.



Westamerica Bank

• United States
• Banking
• 100 - 200 Employee

• Assistant Customer Service Manager

  • Dec 2008 - Dec 2012

  15342 Lakeshore dr, Clearlake, ca, 95422



Countrywide Mortgages

• United Kingdom
• 1 - 100 Employee

• Finance Account Specialist

  • Jan 2006 - Jun 2008

  Fallbrook Ave, Westhills, Ca Supervised a small group of talented loan specialists.