Bio
Credentials
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Series 63
NASAAAug, 2021- May, 2026 -
Series 7
FINRAAug, 2021- May, 2026 -
Series 65 - Uniform Investment Adviser Law Exam
NASAASep, 2020- May, 2026 -
Financial Forescasting with Big Data
LinkedInNov, 2019- May, 2026 -
Securities Industry Essentials Exam
FINRAJul, 2019- May, 2026
Experience
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Resonate Movement
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Fremont, California, United States
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Music Director
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May 2022 - Present
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Fremont, California, United States
• Overseeing and Empowering Teams: Recruiting, training, and developing dynamic team members and leading prospective vocalists and musicians through the audition and onboarding process (as applicable).• Implementing Technical Aspects of Music Ministry: Creation of song charts, lead sheets, and orchestral arrangements as needed for both covers and original music.• Working in tandem with the Worship Pastor, Technical Director, and Services Producer to collaborate in the creation and implementation of the weekend services and special events as needed.• Running point on weekend volunteer scheduling and communication.• Acting as the Band Director Coach to grow and develop prospective leaders amongst the team and fellow coaches by discipling and teaching how to lead a team both musically and spiritually.• Developing instrumental tracks, resources, and demos for the worship teams in all campuses as needed.• Scoring and creating music for videos, podcasts, and other means of media.• Supervising all music details for midweek and weekend services for all campuses (currently 3).• Co-creating, music directing, and supervising all musical aspects of the annual album released by Resonate Movement Music.• Developing and equipping the worship ministry as a whole, including implementing coaching and training in the way of rehearsals, workshops, as well music directing and playing on the Worship Team on a weekly basis• Occasionally leading worship in midweek and weekend services as well as in special events, Young Adults, and Youth Ministry services.• Serve as liaison with the Young Adults and the Youth Ministry to support worship team development.
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United States
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Financial Services
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700 & Above Employee
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New Client Development, Specialist 1
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Jan 2022 - Apr 2022
• Educational walk through of the account opening process and new account application.• Identify additional outside assets and position TD Ameritrade and our business partners to win that business through cross-sell programs• Engage clients in needs-based discussions• Efficiently handle client service requests while still engaging in meaningful conversations to educate clients on tools, products, and services to meet their individual needs
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Financial Services Representative
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May 2021 - Feb 2022
• Providing quality customer service and supporting customers on a daily basis, including phone interaction, problem resolution, and account transaction processing in a timely manner.• Addressing inquiries from clients such as processing and executing unsolicited trades, new accounts and account transfers, website navigation, operations, and cashiering• Providing product knowledge and technical assistance as necessary.• Researching inquiries and clarifying events that occurred in clients' accounts, including corporate reorganizations, dividends, stock splits, margin calls, and more• Maintaining and providing strong product knowledge as well as championing core service values
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United States
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Religious Institutions
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100 - 200 Employee
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Worship & Production Director - Spanish Ministry
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Jun 2018 - May 2021
• Led, organized, and executed weekly services with 700 regular participants • Drafted, developed, and presented appropriate documents for weekly services • Maintained clear and fluid communication between multiple leaders and pastors • Coordinated and constructed a team of volunteers for multiple regular weekend events • Conducted monthly team meetings for all Worship Ministry volunteers and participants• Organized, planned, and executed a city-wide Hispanic culture gathering of just over 1,000 participants• Responsible for creating and managing the organization’s social media presence as well as interacting with our users
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College Ministry Intern
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Jan 2018 - May 2018
• Utilized organization, financial, and time management skills by completing administrative tasks, such as scheduling meetings, completing expense reports, and assisting on maintaining the ministry’s monthly budget• Aided head Pastor in planning ministry functions such as coordinating volunteers and organizing and executing regular weekly services with an average of 160 participants
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SeaWorld Parks & Entertainment
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Orlando, Florida, Estados Unidos
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Food Service Attendant
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Nov 2016 - Apr 2019
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Orlando, Florida, Estados Unidos
• Provided outstanding customer service to each guest• Assisted customers with food selection, inquiries and order customization requests• Mentored and trained new food service aides in all tasks and procedures• Followed established procedures and standards for cleanliness, to ensure a healthy and safe environment• Handled and managed cash and credit purchases• Operated the sales software used universally at SeaWorld Parks and Entertainment, LLC• Maintained a clean and organized work and storage area
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Education
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2018 - 2020University of Central Florida
Bachelor's Degree, Finance, General -
2016 - 2018Valencia College
Associate of Arts - AA, Economics
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