Client Liaison

• Sep 2023 - Present

Program Director

• Feb 2022 - Sep 2023

Help to establish personal and professional goals and create learning and life skills programs for disable individuals. I complete data management and reporting for local and state entities. I manage support personnel, volunteer and client recruitment, interviews, scheduling, training and evaluations. I also help to coordinate special events and fundraising opportunities. Help to establish personal and professional goals and create learning and life skills programs for disable individuals. I complete data management and reporting for local and state entities. I manage support personnel, volunteer and client recruitment, interviews, scheduling, training and evaluations. I also help to coordinate special events and fundraising opportunities.

Relationship Manager/Financial Advisor

• Jan 2021 - Feb 2022

I provide financial planning services and on-going investment advice as well as managing our marketing and social media. I work with clients to get a better understanding of their goals and what motivates them. My passion is building relationships that cultivate trust, communication, understanding and value. I have over 20 years of Industry experience and have worked closely with non-profits, women investors, and business owners. My experience as an Advisor and background in operational support further enhances Hightower Omaha’s business development. I hold my Series 7, Series 66 and Insurance License. Show less

Financial Advisor

• Mar 2019 - Oct 2020

Successful Financial Relationship Advisor building on existing branch clientele, referral opportunities and internal relationships Gathering assets from existing relationships Cultivating mutually beneficial relationships with internal partners Creating new relationships with client and FA referrals Generating Customized Advisory Proposals Long term wealth goals planning Member of Diversity and Inclusion Network, Member of Women’s Team Member Network, Ally of Diverse Abilities Network, Ally of Pride Network, and Ally of Veteran’s Network Show less

Portfolio Associate

• Jun 2009 - Mar 2019

Titles Held: • Portfolio Associate- January 2015 to March 2019 • Banking and Lending Coach - July, 2014 to July 2017 • Senior Registered Associate- January 2014 to January 2015 • CSA Coach - December, 2012 to July, 2014 • Registered Associate - June, 2009 to December, 2013 Achievements: • Successful CSA and Banking and Lending Coach helping to onboard and educate new and existing CSAs on banking and lending products and solutions. This included traveling to outlying branches and to Regional development training. • Established functionality in developing an IMS platform Manager from its infancy and continued to maintain the relationship which had grown to over $80 million in assets. • Assisted an established Financial Advisor reach his goals and annual bonus within 6 months of working with him by reviewing and altering his practices and procedures for new client onboarding and client marketing. • Peer coaching to assist in evaluating and creating more efficient processes within the region • Successfully established and implemented a best practices procedure for opening ECL and PLA lending opportunities for an FA Team, prior to becoming CSA Banking and Lending Coach • Help coordinate volunteer activities and fundraisers for the branch • Coaching support staff with innovative methods including time management, incorporating new ideas and best practices, evaluation of processes and procedures in order to recommend improvements and changes where appropriate. Show less

Assistant to President of Cox Business Services

• Jan 2002 - Jul 2004

Various positions in Billing, Front Desk and Cox Business Services. Also acted as a Team Lead in the Front Desk position and was sent to SalesForce.com training to train our Cox Business Outside Sales Dept. Various positions in Billing, Front Desk and Cox Business Services. Also acted as a Team Lead in the Front Desk position and was sent to SalesForce.com training to train our Cox Business Outside Sales Dept.