Experience

Sequoia Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Vice President

  • Jan 2022 - 2 years

  Tampa, Florida, United States The most rewarding aspect of my job is knowing that every day I have the opportunity to make a positive impact on the lives of our clients. From portfolio management to comprehensive financial planning, I am constantly driven by a passion for helping our clients reach their financial goals. Furthermore, I firmly believe that my responsibility as an advisor is not only to provide our clients with exceptional financial advice and guidance but to also instill confidence & trust that the person… Show more The most rewarding aspect of my job is knowing that every day I have the opportunity to make a positive impact on the lives of our clients. From portfolio management to comprehensive financial planning, I am constantly driven by a passion for helping our clients reach their financial goals. Furthermore, I firmly believe that my responsibility as an advisor is not only to provide our clients with exceptional financial advice and guidance but to also instill confidence & trust that the person they are working with shares the same desire for achieving their goals as they do. The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.

• Director, Private Client Services

  • Feb 2019 - Jan 2022

  Tampa/St. Petersburg, Florida Area

• Senior Manager, Private Client Services

  • Feb 2017 - Jan 2019

  Tampa/St. Petersburg, Florida Area

• Manager, Private Client Services

  • Feb 2014 - Jan 2017

  Tampa/St. Petersburg, Florida Area

• Associate, Private Client Services

  • Dec 2011 - Jan 2014

  Tampa/St. Petersburg, Florida Area