Investment Analyst

• Nov 2021 - Present

Registered Sales Assistant with, and Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

Equity Options Trader

• Mar 2021 - Nov 2021

- Trade Options, Equities through peak market hours - Manage my own Capital - Experience with Street Smart Edge, TradingView and TOS - Trade Options, Equities through peak market hours - Manage my own Capital - Experience with Street Smart Edge, TradingView and TOS

Licensed Relationship Manager

• Jun 2017 - Feb 2021

- Help new and existing clients with account openings, financial reviews, retirement objectives and any investment goals the client is looking to achieve - Hold joint financial reviews with the Financial Advisor and Wealth Management Group for clients looking for investment needs and complex financial planning - Responsible for weekly, monthly, quarterly and yearly objectives in order for branch to obtain optimal growth - Conduct weekly calls and appointments with staff to obtain the most out of our efficiency metrics and to review client financial outlooks Show less

Financial Specialist

• Aug 2016 - Apr 2017

Investment Consultant

• Jan 2016 - Aug 2016

Fully Licensed Investment Consultant Fully Licensed Investment Consultant

Financial Sales Consultant

• May 2015 - Jan 2016

- Assist clientele with opening up any checking, savings, credit card and lending accounts - Process and generate investment referrals to Financial Specialist and Financial Advisor - Schedule appointments with new and existing clients to help achieve their financial goals - Help clientele with any service issue that occurs within their accounts - Assist the assistant and branch managers with whatever they need help with - Assist clientele with opening up any checking, savings, credit card and lending accounts - Process and generate investment referrals to Financial Specialist and Financial Advisor - Schedule appointments with new and existing clients to help achieve their financial goals - Help clientele with any service issue that occurs within their accounts - Assist the assistant and branch managers with whatever they need help with

Inside Sales Associate/Logistics Coordinator

• Feb 2013 - May 2015

-Responsible for acquiring next day freight for over 50 drivers -Speak with load planners and customer service reps daily for securing loads for next day freight and for future dates -Responsible for bringing in new lanes of business whether it is a new or existing customer -Provide rates for customers on new lanes of business -Responsible for helping drivers maximize there time and efficiency so that the company and drivers can be profitable -Provide assistance with same day freight, solutions, driver paperwork and recruiting -Maintain and monitor company driver board and customer vendor interfaces so that loads, and appointments are accurately kept Show less