Experience

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  Merrill lynch

  Jul 2000 - Sept 2002

  Financial advisor, cfm

  Successfully implemented niche marketing campaign focused on under prospected towns in the Sierra Nevada Foothills. Built client base during bear market of 2000 thru 2002.Helped individuals and business owners with comprehensive financial planning. Earned Merrill Lynch designation of CFM in 2002.

• 

  Edward jones

  Apr 2003 - Apr 2009

  Financial advisor

  Earned Ted Jones Award, Partners Award, and A.F. McKenzie Awards for strong production.

• 

  Franklin templeton

  May 2009 - now

  * This was a dual role with a lot of multi-tasking.* I managed the DC Internal Desk and also had an active sales territory responsible for DC and VA Sales.* Conducted employee performance reviews and also helped design new performance measures.* Covered multiple states including: California, Pacific Northwest, and Rocky Mountain States.* One side project I worked on was being the DCIO contact on the CRM team during a period of rapid change.* For several years I made a quarterly trip to St. Petersburg, Florida to meet with my direct reports. Show less

  • Vice President - Senior Advisor Consultant

    Jan 2024 - now

  • Senior Retirement Consultant

    Apr 2021 - now

  • Lead Retirement Plan Consultant & Sales Desk Manager

    Feb 2017 - Mar 2021

  • Retirement Plan Consultant

    Feb 2012 - Jan 2017

  • Mutual Fund Internal Wholesaler - Level II

    May 2009 - Jan 2012