Team Lead

• Dec 2018 - Present

Advisor Services Team Lead

• Sep 2011 - Present

Business Development Manager

• Feb 2011 - Jun 2011

Account Executive

• Aug 2006 - Oct 2009

--Managed client portfolios and build client relationships --Worked with business owners in retirement planning --In charge of health benefits and worker's compensation for three mid-size companies --Obtain my Investment Adviser's licenses in February 2008 --Managed client portfolios and build client relationships --Worked with business owners in retirement planning --In charge of health benefits and worker's compensation for three mid-size companies --Obtain my Investment Adviser's licenses in February 2008

District Manager

• Aug 2002 - Oct 2006

--Responsible for supervising and training representatives on how to build and maintain a practice --Assisted the Branch Manager in daily office activities --In charge of recruiting new representatives for the office --Conducted District and Branch meetings and training seminars for 1st year and 2nd year representatives --Taught classes on how to pass the Series 6 exam --Responsible for supervising and training representatives on how to build and maintain a practice --Assisted the Branch Manager in daily office activities --In charge of recruiting new representatives for the office --Conducted District and Branch meetings and training seminars for 1st year and 2nd year representatives --Taught classes on how to pass the Series 6 exam

Financial Consultant

• Dec 2000 - Aug 2002

--Individual sales volume of 398, 451 and gross production of 92, 380 --Assisted in clients meeting their financial goals --Partnered with Branch Manager in recruiting new representatives --Individual sales volume of 398, 451 and gross production of 92, 380 --Assisted in clients meeting their financial goals --Partnered with Branch Manager in recruiting new representatives

Customer Service and Ticket Sales Representative

• Feb 2000 - Apr 2001

--Processed telephone ticket sale orders --Handled customer service during games --Led stadium tours --Processed telephone ticket sale orders --Handled customer service during games --Led stadium tours

Account Executive

• Oct 1998 - Nov 1999

--Responsible for customer accounts: evaluate financial situations and assist in financial decisions for customers --Handled Real Estate accounts and sales contracts for current merchants Financial Licenses --Acquired Series 6, 63, 26 and 65 along with Life and Health --Responsible for customer accounts: evaluate financial situations and assist in financial decisions for customers --Handled Real Estate accounts and sales contracts for current merchants Financial Licenses --Acquired Series 6, 63, 26 and 65 along with Life and Health