Experience

Avantax Wealth Management®

• United States
• Financial Services
• 1 - 100 Employee

• Platinum Service Representative

  • Dec 2019 - Present



USAA

• United States
• Financial Services
• 700 & Above Employee

• Investment Representative

  • Aug 2018 - Jan 2019



First Command Financial Services, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Mar 2015 - Mar 2018

  •Interact daily with advisors and their clients and discuss account performance/features •Responsible for discussing current market environment and providing outside account portfolio analysis as well as prospecting for new business. •Assist with new account paperwork and trade orders as directed by advisors •Interact with broker dealers and clearing firms for processing and account maintenance •Interact daily with advisors and their clients and discuss account performance/features •Responsible for discussing current market environment and providing outside account portfolio analysis as well as prospecting for new business. •Assist with new account paperwork and trade orders as directed by advisors •Interact with broker dealers and clearing firms for processing and account maintenance



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Amerivest specialist

  • Mar 2012 - Mar 2015

  •Engage in conversations with clients regarding current market Environment. •Proactively enter into goal-based discussions that allow us to deliver the product and or service that meets the client's investing needs and ensure they are on the path to achieving goals •Offer and identify solutions that meet the client's investing needs which will translate into a long term relationship between my clients •Participate in both Inbound and Outbound prospecting for new business opportunities •Assist in portfolio analysis of external accounts to determine current investment strategy is in line with clients objectives.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Retirement Specialist

  • Aug 2011 - Mar 2012

  •Assist financial advisors and other fidelity employees to ensure correct paperwork is submitted for retirement distribution process. •Keep working knowledge of retirement and non-retirement products, 401k’s,ira’s etc. •Navigate through multiple systems to ensure accurate information. •Recommend Retirement/Financial products as appropriate to ensure •Assist financial advisors and other fidelity employees to ensure correct paperwork is submitted for retirement distribution process. •Keep working knowledge of retirement and non-retirement products, 401k’s,ira’s etc. •Navigate through multiple systems to ensure accurate information. •Recommend Retirement/Financial products as appropriate to ensure



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Apr 2008 - Aug 2011

  •Proactively engage client on a needs based conversation to uncover needs and present viable solutions. •Number one in service to sales initiative during fiscal Q2, 2009 and the two previous quarters. •Developed and motivated peers and countless new hires to grow as employees and strive to be promotion worthy. •Motivated peers and helped ensured branch initiatives were met. •Refine marketing techniques and participate in prospecting for leads.