Experience

• 

  U.S. Private Wealth

  • Palm Beach Gardens, Florida, United States

  • Investment Advisor Representative

    • Jun 2021 - Present
    • Palm Beach Gardens, Florida, United States

    We are a multi-family office, helping affluent families and individuals protect, grow and reduce taxes on their wealth.Solicitation and investment advisory services offered through U.S. Private Wealth, LLC.The specialized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

• 

  Wall Private Wealth

  • Palm Beach Gardens, Florida, United States

  • Advanced Tax Planner

    • Jun 2021 - Present
    • Palm Beach Gardens, Florida, United States

    Wall Private Wealth is a financial services firm designed to address planning needs and provide investment solutions and tax strategy for high net-worth individuals and families. Since 2001, we have been assisting affluent families with accumulating, enhancing and preserving wealth for future generations.

• 

  Go Live With Purpose Inc

  • Advisory Board Member

    • Apr 2022 - Present

• 

  Sheetz Fellows Program

  • President

    • Apr 2020 - May 2021

    • Personally mentored by Stephen Sheetz, Chairman of the Board at Sheetz• Led and guided 60+ students towards future business and personal success• Helped students grow their network and get out of their comfort zone• Lead the creation of different hosted events such as leadership conferences, networking events, mock interviews, fundraisers, speaker series, etc.• This program emphasizes and instills business etiquette, networking, and leadership skills into its studentsItems completed for the program:- 80 hours of community service- Spoke with and recorded networking meetings with 8+ entrepreneurs/business leaders- Attended 2 speaker series- Attended and spoke at business ettiquette dinners & benefactor events- Attended collegiate entrepreneurship organization conference in Tampa, FL

• 

  Northwestern Mutual

  • Pittsburgh, Pennsylvania

  • Financial Representative

    • Nov 2019 - Mar 2021
    • Pittsburgh, Pennsylvania

    • #1 activity level intern out of 86 in Pittsburgh• Gained 14 clients• Generated and outlined a prospect list of 200 people to begin my practice• Articulated through the medical market and expanded my business to hospitals in Pittsburgh, Maryland, Harrisburg, and Ohio• Assessed the financial needs of client's diverse situations and composed holistic financial plans that fit the needs of the prospect• Continuously servicing financial questions of my clients and updating portfolios

• 

  RZ Media Ventures

  • Altoona, Pennsylvania Area

  • Digital Marketing Specialist

    • May 2019 - Oct 2019
    • Altoona, Pennsylvania Area

    • Created cash-generating leads for the company• Ran Facebook advertisements for clients• Developed ads targeting specific users for key promotions• Strategically researched and studied various materials to understand opponents and competitive advantages (Billy Gene Marketing Programs)• Met with clients to clarify their promotional goals; created social media campaigns to promote their company• Ran social media campaign for an 800-million-dollar company• Helped design a leadership conference

• 

  Bennetti’s Tree Service

  • Altoona, Pennsylvania

  • Landscaper

    • May 2019 - Aug 2019
    • Altoona, Pennsylvania

    Manual labor for 11 hours a day!Responsible for ensuring that outdoor spaces were properly designed and cared for. Daily tasks included triming, mowing, or pruning greenery; removing weeds and dead material; and nourishing trees by mulching, aerating, fertilizing, and watering.