Experience

LEVEL Realty

• Real Estate
• 100 - 200 Employee

• Real Estate Adviser

  • 2020 - Present

  Combining years of commercial real estate experience and work in the financial industry to deliver superior knowledge and unparalleled dedication to my clients and projects. Focused on commercial real estate tenant representation, property management, and investment sales specializing in retail, office, and industrial properties. Combining years of commercial real estate experience and work in the financial industry to deliver superior knowledge and unparalleled dedication to my clients and projects. Focused on commercial real estate tenant representation, property management, and investment sales specializing in retail, office, and industrial properties.



DEVELOPING DREAMS FOUNDATION INC

• United States
• Performing Arts

• Chief Operating Officer

  • 2020 - Present

  Working closely with the Chief Executive Officer and Chief Financial Officer on all matters related to the business. Developing and implementing strategies, procedures and business plans needed to enhance company growth. Working with the executive team to set company performance goals. Supervising all daily operations of the company, including IT, marketing and sales. Cultivating and providing opportunities for rising talent within the organization. Working closely with the Chief Executive Officer and Chief Financial Officer on all matters related to the business. Developing and implementing strategies, procedures and business plans needed to enhance company growth. Working with the executive team to set company performance goals. Supervising all daily operations of the company, including IT, marketing and sales. Cultivating and providing opportunities for rising talent within the organization.



FourStar Wealth Advisors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Adviser Representative and Insurance Advisor

  • 2017 - 2019

  I will be working closely with a group of wealth advisers by leading them in the implementation of insurance strategies as part of their clients' overall financial planning. In addition, I will continue to work with business owners and successful individuals in helping to implement 401k(s), employee benefit programs, and business life insurance needs. I specifically work with business owners and successful individuals in helping them protect and improve their business(es) through business life insurance (such as Buy/Sell agreements, Key Man Insurance, Life Insurance for Estate and Succession Planning, and Group Life Plans) as well as through financial services specifically Retirement Plans (401k, 403b, 457, Cash Balance Plans, and Financial Wellness Programs). In addition, I have compiled a team of outside specialists who are able to help the business owner(s) with Group Health Plans and Workplace Benefits that assist the client in creating a complete, value added plan to support their business(es) and their employees. When not working with successful clients and business owner(s), I volunteer my spare time working with parents and students with College Planning by helping them understand FAFSA and CSS Profile, planning for the costs and life at college, and, most importantly, ways to lower the out of pocket expense of paying for college. Show less



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 2015 - 2016

  Financial Advisor, focusing on financial and estate plannning with the goal of achieving each client's current, collective, and future financial goals and dreams. Currently, working with individuals specifically non-custodial parents, small businesses, and non-profits. Financial Advisor, focusing on financial and estate plannning with the goal of achieving each client's current, collective, and future financial goals and dreams. Currently, working with individuals specifically non-custodial parents, small businesses, and non-profits.



MNR Executions, PTR Executions and TJM Brokerage

• CBOE VIX Broker

  • Aug 2008 - Dec 2014

  Floor broker at the Chicago Board of Options Exchange in the Volatility Index. Worked for 3 different firms while executing trades in the VIX. • Facilitated trade in the Chicago Board Option Exchange’s VIX (Volatility Index) pit for market makers on the floor as well as international banks and traders located globally off the floor. Executed trades for off floor clients, delivered pertinent information with regards to order flow, and kept clients abreast of other traders’ activities. • Created client relationships with different traders, institutional clients, and large multinational banks to increase business for the firm. Show less



Marcus & Millichap

• Financial Services

• Financial Analyst & Sales Associate

  • Sep 2003 - Jul 2008

  Commercial real estate investment sales associate specializing in retail and office properties in Fort Lauderdale, Florida and North Carolina. Commercial real estate investment sales associate specializing in retail and office properties in Fort Lauderdale, Florida and North Carolina.