Experience

Perspective Planning Partners

• United States
• Financial Services
• 1 - 100 Employee

• Associate Advisor

  • Sep 2019 - Present

  I am an Associate Adviser and part of a small team in Lincoln, Nebraska called Perspective Planning Partners. In this position I work with clients from all over Nebraska to provide services and solutions for their investments and all other products they hold at our firm. I am an Associate Adviser and part of a small team in Lincoln, Nebraska called Perspective Planning Partners. In this position I work with clients from all over Nebraska to provide services and solutions for their investments and all other products they hold at our firm.



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Retail Trading Specialist Trainee

  • Jun 2019 - Aug 2019

  I am currently in the licensing process at TD Ameritrade where I study full time in order to complete the exams needed. I will be moving over to the Retail Trading Specialist role later this year upon the completion of the licensing process.

• Investor Services Intern

  • May 2018 - Jun 2019

  In this internship I spent time learning about different TD Ameritrade functions and departments through shadowing experiences and meetings with senior management. Throughout the internship I had the opportunity to speak with clients pertaining to platform navigation, account information management, and time sensitive account issues. I also had the opportunity to work with a group of interns to identify a problem, then form a solution and present that information to senior management.



Wachal Mowing Service

• Lincoln, Nebraska Area

• Co-Founder

  • Apr 2010 - Nov 2018

  • Field Manager controlling the route scheduling and equipment usage to maximize efficiency of production • Input hour logs and services performed several times a week in excel as well as produce monthly invoiced to collect timely billing • Communicate with clients to maintain satisfaction when scheduling issues rise or weather disrupts regular working hours • Field Manager controlling the route scheduling and equipment usage to maximize efficiency of production • Input hour logs and services performed several times a week in excel as well as produce monthly invoiced to collect timely billing • Communicate with clients to maintain satisfaction when scheduling issues rise or weather disrupts regular working hours



Pine Lake Self Storage

• Lincoln, Nebraska Area

• Facilities Manager

  • Apr 2016 - May 2017

  • Aide in the process of choosing the correct fit for the customer using interpersonal and communication skills to close sales • Created a social media presence for the facility, as well as created business cards, signs, handouts, and other marketing material • While acting as the Manager for the facility after its opening for just over a year, we far exceeded the amount of expected rentals projected by over forty percent • Aide in the process of choosing the correct fit for the customer using interpersonal and communication skills to close sales • Created a social media presence for the facility, as well as created business cards, signs, handouts, and other marketing material • While acting as the Manager for the facility after its opening for just over a year, we far exceeded the amount of expected rentals projected by over forty percent