Experience

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  Credit Repair USA

  • United States

  • Company Owner

    • Dec 2020 - Present
    • United States

    Credit Repair USA provides credit and financial guidance, expertise, and education in a common-sense way, giving people hope and freedom

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  Pieta Holdings

  • Grapevine, Texas, United States

  • Managing Owner

    • Apr 2020 - Present
    • Grapevine, Texas, United States

    We buy businesses with a mission to elevate the people in communities we serve, work, and live.

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Strategic Business Consultant, Relationship Advisor - Vice President

    • Jul 2013 - Apr 2020

    Partner with advisors on a host of growth and scale issues, innovation ideas, technology, and practice management solutions.Primary focus involved strategic consultations increasing business valuation, growth initiatives, and coordinating mergers, acquisitions, and exit strategies.

  • Strategic Large Investment Advisor Development

    • May 2011 - Jul 2013

    Recruited to provide business development and operational efficiency for owners and executives of 500+ strategic clients and prospects with $100M to $10B+ in assets under management, working as a part of a team of seven Relationship Managers and Sales Reps.

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  Edward Jones, Southlake, Texas

  • Southlake, Texas, United States

  • Financial Advisor - Business Retirement Plans and Personal

    • Jan 2008 - Nov 2010
    • Southlake, Texas, United States

    Overall branch office management and dual role providing Business Development and Financial Advice/Education:Business Development• Market Management – successfully competed in highly affluent area for clients and prospects, having multiple financial advisors, 150 local clients, 300 prospects, cultivated referral centers, active in local business and civic organizations, growing business from $0 to $12M in less than 2 years.• Key Decision Makers & Business Owner contacts – engaged owners and senior staff to uncover defined contribution, defined benefit, group insurance, or personal investment needs resulted in adding five business retirement plans with $170M under administration.Financial Advice/Education• In-person Appointments – quickly gained trust and credibility identifying and recommending appropriate estate planning, retirement plan changes, tax strategies, retirement, education and debt management adding at least one new client and five referrals per week. • Retirement Plan Education & Advice - interacted directly with company executives, their accountants, attorneys, and plan participants. Added five to 10 prospects/month to pipeline and a new retirement plan every four to six months.• Experienced Speaker – presented 20 to 30 speaking engagements per year increasing brand awareness as a credible and valued expert. Gained at least one referral from each engagement to speak at another event and five to 10 prospects added to pipeline for follow-up conversations.

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Group Manager, Online Contact Center

    • Jan 1999 - Jan 2008

    + Managed 50 exempt and non-exempt professionals+ Involved with budgeting process, focused on decreasing costs and increasing revenue+ Made staffing decisions and process improvement recommendations+ Recruit and hire – wrote job descriptions, hiring internal and external, interviewing, making offers. Hired 100+, across skill sets both exempt and non-exempt positions in multiple states.+Training - develop and deliver training + Create and present Excel and/or Power Point reports detailing key information in dashboard configuration and ad hoc requests for specific needs or projects + Customer satisfaction measurements, survey creation and delivery, trends, and feedback process to organization, supervisors, associates, and customer+ Collaborate with internal business units nationwide (retail and institutional) and with all levels within the organization+ Responsible for department compliance - creating procedures, adherence, and lead role with regulatory audits+ Security Industry Licenses: Series 9 and 10 Supervisory

  • Supervise Sales Activities, Equity and Fund Trader

    • Jul 1992 - Dec 1998

    + Brokerage Trader - equities, bonds, options+ Mutual Fund Trader - Fidelity and non-Fidelity funds+ Quality Specialist - trading group+ Email/Instant Messaging Sr. Associate - approve outgoing correspondence, address inquiries related to trading, sales, retirement planning+ Security Industry Licenses: 7 and 63

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  US Army

  • Motor Transport Specialist

    • May 1989 - Apr 1995

    As key player in US Army Reserve support and sustainment structure, provided mobility services that ensured success of the unit's mission within the Army, exemplifying core values. Honorable Discharge.