Experience

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  United states air force

  Mar 2007 - Mar 2011

  Senior airmen - romance cryptologic language analyst

  -Attend Defense Language Institute as part of immersive foreign language program, serving as class leader for 20 airmen -Cryptologic language analyst for National Security Agency specializing in collection strategies-Facilitated target development for two, 15-member teams for Agency, leveraging current collection methods and assets to increase the size of data pool available to the teams -Served as Assistant Unit Fitness Personnel Manager and Physical Training Leader for up to 300 Airmen, assisting struggling Airmen achieve passing marks on physical standards test Show less

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  Lincoln financial group

  Apr 2012 - Sept 2012

  Research analyst intern

  -Managed Salesforce contact audit tickets monthly to maintain data integrity to assist in accurate communications between wholesalers and clients-Constructed adhoc sales reports for wholesalers and management to provide regular updates of regional wholesaler and brand productivity-Implemented exceptions for insurance policies to provide an accurate assessment of monthly compensation

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  Northwestern mutual

  Nov 2013 - May 2015

  Financial advisor associate

  -Facilitated meetings with leads and prospective clients to construct a comprehensive financial plan based on provided information -Preserved client relationships by improving client experience and outcomes through insurance and investment recommendations-Maintained awareness company product knowledge and compared to industry trends to provide clients with the most effective and up-to-date financial planning and portfolio management strategies

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  Lincoln financial group

  Sept 2015 - Nov 2018

  -Support all financial advisors with Lincoln Financial Advisors & Lincoln Financial Securities, contributing to a target first year revenue for managed account platform-Develop team-wide research tools for data mining of advisor billing reports, bolstering efficiency and design of client portfolio management covering 20,000 funds-Provide case and practice consultation for advisors through asset analysis, model development, proprietary product & third party asset management partner education, and technology implementation -Process adhoc requests, such as billing inquiries, model allocation changes, new client proposals, and trading error corrections. Show less -Member of 21-person team supporting 47 external partners focused on generating first year retirement plan revenue through group annuity and open architecture platforms-Managed workflow in the development of potential client relationships for three partners covering and based in Midwestern, Northeastern, & Southeastern territories -Provided practice management solutions for financial advisors to increase retirement plan revenue through market segment education, prospecting strategies, and analysis tools-Delivered plan level fee, fiduciary, performance, and design analysis for plans by reviewing 408(b)2’s, annual plan reviews, long form 5500’s, and plan design documents to develop suitable fiduciary recommendations such as 3(21) fund lineups, 3(38) target-risk models, and 3(16) services-Solidified relationships with implementation and account management teams to ease transition of assets to Lincoln and prevent existing plans from moving to competitors Show less

  • Advisory Consultant

    Mar 2017 - Nov 2018

  • Internal Sales Consultant

    Sept 2015 - Feb 2017
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  First state trust company

  Nov 2018 - Aug 2022

  • Assistant Vice President, National Business Development Officer

    Jan 2021 - Aug 2022

  • Assistant Vice President, Investment Officer

    Nov 2018 - Jan 2021
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  Thrivent

  Sept 2022 - now

  Market director