Experience

• 

  Aeropostale

  Jan 2003 - Jan 2007

  Sales associate
• 

  Mosaic wealth management group

  Aug 2008 - Dec 2008

  Intern

  Maintenance of client statements and information, Securities and tax research, Schedule management, Client relations and contact.

• 

  Spraker west wealth management, inc.

  May 2009 - now

  Securities research with special focus on SmallCap, MidCap and International investments. Tax research. Portfolio modeling. Trade entry and reconciliation. Maintenance of client statements and information, Firm growth statistics tracking, Generation of Quarterly Reports, Schedule management, Client relations and contact, Overseeing intern performance.

  • Chief Compliance Officer

    Jan 2023 - now

  • Senior Financial Analyst

    May 2011 - now

  • Jr. Financial Analyst

    May 2009 - May 2011