Secondary Teacher

• Aug 2022 - Present

Each day I get to coach, develop, and influence middle and high school students. I teach history and personal finance and help sponsor a couple of student leadership groups. I also work with our worship team to help plan a monthly student-led worship service for chapel.

4th Grade Teacher

• Jul 2020 - Jul 2022

I coached and developed a class of 20-22 fourth grade students. I taught all core subjects except mathematics, and I also taught Bible. Part of my role involved communicating and encouraging parents. I developed the students to be leaders right where they were rather than waiting until they get older.

Paraplanner

• Mar 2020 - Jul 2020

Customer Success Specialist

• Feb 2019 - Mar 2020

Facilitated customer on boarding training by telephone. Resolved customer issues and provide creative solutions. Performed retention calls and present pricing proposals. Coordinated with sales and support teams to ensure customer needs are met. Facilitated customer on boarding training by telephone. Resolved customer issues and provide creative solutions. Performed retention calls and present pricing proposals. Coordinated with sales and support teams to ensure customer needs are met.

Leadership Team Member

• Nov 2018 - Jun 2019

Served customers by assisting with purchases and offering advice and prayer for them. Supervised associates and ensure excellent customer service. Oversaw opening or closing shift duties. Partnered with churches regarding events and resources offered by LifeWay. Served customers by assisting with purchases and offering advice and prayer for them. Supervised associates and ensure excellent customer service. Oversaw opening or closing shift duties. Partnered with churches regarding events and resources offered by LifeWay.

Financial Advisor

• Mar 2018 - Sep 2018

I helped people with what's important to them by using an established process to define, refine, and accomplish their goals. I partnered with clients for employer plan options, save for kids' or grandkids' college, and plan for retirement. I helped people with what's important to them by using an established process to define, refine, and accomplish their goals. I partnered with clients for employer plan options, save for kids' or grandkids' college, and plan for retirement.

Financial Associate

• Jun 2017 - Mar 2018

Conducted initial client meetings to determine client goals and assess investment and insurance options to help them reach those goals. Followed up with potential and existing clients. Educated prospective clients on financial investment features and benefits in an easy to understand format. Developed retirement analyses and investment proposals using Profiles Forecaster and Morningstar Advisor Workstation. Conducted initial client meetings to determine client goals and assess investment and insurance options to help them reach those goals. Followed up with potential and existing clients. Educated prospective clients on financial investment features and benefits in an easy to understand format. Developed retirement analyses and investment proposals using Profiles Forecaster and Morningstar Advisor Workstation.

Pastor

• Oct 2013 - Mar 2018

Conducted weekly coaching sessions with volunteer and paid staff. Prepared and deliver weekly sermons. Developed and implemented small group strategy. Consulted with leadership team regarding potential growth and development opportunities. Planned and organized community outreach events. Promoted vision for $100K capital campaign for debt retirement, community outreach, and church growth. Cast vision for revitalization and future growth. Conducted weekly coaching sessions with volunteer and paid staff. Prepared and deliver weekly sermons. Developed and implemented small group strategy. Consulted with leadership team regarding potential growth and development opportunities. Planned and organized community outreach events. Promoted vision for $100K capital campaign for debt retirement, community outreach, and church growth. Cast vision for revitalization and future growth.

Senior Learning & Development Specialist

• Jan 2012 - Jan 2015

As a Senior Learning & Development Specialist I built and managed relationships with business partners across the division to assess learning and development needs. In this role, I also facilitated training classes, managed learning programs and projects, and developed curriculum as needed.

Senior Relationship Manager

• Jul 2010 - Jan 2012

Successfully managed advisor relationships representing $2.5B worth of assets. Effectively communicated with sales consultants regarding accommodations and new client on boarding opportunities. Creatively resolved escalated service issues with extraordinary client satisfaction.

Senior Advisor Services Representative

• Oct 2008 - Jul 2010

Led service team in absence of team manager. Oversaw daily team operations and divided workload among team members. Successfully on boarded new financial advisory clients and provided efficient solutions for time-sensitive transition. Provided “white glove” service to high net worth advisors.

Service Team Manager

• Jul 2008 - Oct 2008

Demonstrated ability to inspire others while leading a team of 12 people. Resolved escalated calls from associates with a positive outcome. Coached and developed team members.

Relationship Manager

• Dec 2006 - Jul 2008

Delivered outstanding client service to financial advisors and their clients. Displayed leadership skills on team by assigning daily responsibilities to other team members.

Church Planter

• Jul 2005 - Dec 2012

Built relationships with people in the community. Developed strategy for small group studies. Established children's ministry. Led couples small group. Planned and implemented strategy for community outreach. Built relationships with people in the community. Developed strategy for small group studies. Established children's ministry. Led couples small group. Planned and implemented strategy for community outreach.