Experience

Commonwealth Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Financial Services Representative

  • Mar 2022 - Present

• Director of Business Design

  • Jul 2021 - Present



The Patriot Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2017 - Jul 2021

  I oversee the operations of the firm as well as building and implementing business systems and practice management solutions. My experience in the financial services industry spans multiple departments including compliance, marketing, licensing and most recently recruiting and onboarding. I oversee the operations of the firm as well as building and implementing business systems and practice management solutions. My experience in the financial services industry spans multiple departments including compliance, marketing, licensing and most recently recruiting and onboarding.



Commonwealth Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Transition Specialist

  • Feb 2017 - Jul 2017

• Director of Onboarding

  • May 2015 - Feb 2017

• Compliance and Licensing Coordinator

  • Jul 2013 - May 2015



Self Employed

• Marketing Consultant

  • Mar 2011 - Jul 2013



Baystate Financial

• United States
• Financial Services
• 300 - 400 Employee

• Marketing Assistant

  • Apr 2010 - Mar 2011