Experience

Legacy Wealth Partners LLC

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • Sep 2020 - Present

  I provide comprehensive financial planning, investment management, and 401k consultation for individuals and business owners. I have spent the previous 3 years helping business owners design and implement 401k plans for their business and their employees.I specialize in working with business owners, retirees and pre-retirees who are serious about creating a financial plan that maximizes resources to achieve their goals. I provide comprehensive financial planning, investment management, and 401k consultation for individuals and business owners. I have spent the previous 3 years helping business owners design and implement 401k plans for their business and their employees.I specialize in working with business owners, retirees and pre-retirees who are serious about creating a financial plan that maximizes resources to achieve their goals.



ADP

• Lebanon
• Architecture and Planning
• 1 - 100 Employee

• Inside Sales District Manager - RS

  • May 2017 - May 2020



Catalyst Group Development

• Australia
• Business Consulting and Services

• Account Manager

  • Feb 2017 - Apr 2017

  • Coordinate with project manager to finish projects with tight deadlines • Generate leads into Sales pipeline by conducting walk-ins• Curate Social Media content and manage email campaigns • Coordinate with project manager to finish projects with tight deadlines • Generate leads into Sales pipeline by conducting walk-ins• Curate Social Media content and manage email campaigns

• Relationship Manager of Investments

  • Nov 2016 - Feb 2017

  - Supported Six Financial Advisors with RMD calculations, retirement and investment applications.- Analyzed Investments strategies using Morningstar program- Coordinated and completed tasks using Salesforce software - Supported Six Financial Advisors with RMD calculations, retirement and investment applications.- Analyzed Investments strategies using Morningstar program- Coordinated and completed tasks using Salesforce software



Mural

• United States
• Furniture and Home Furnishings Manufacturing

• Technical Support Agent

  • Aug 2016 - Nov 2016

  -Instruct and assist businesses with implementation of an Ecommerce product-Answer technical questions for businesses inquiring about the product-Provide alternative solutions to unsatisfied customers -Instruct and assist businesses with implementation of an Ecommerce product-Answer technical questions for businesses inquiring about the product-Provide alternative solutions to unsatisfied customers