Experience

• 

  Infinite capital, llc

  Nov 2008 - Jan 2009

  Intern
• 

  Lincoln financial advisors

  Jul 2010 - Feb 2013

  Financial planning case manager

  Created customized, comprehensive financial plans for clients of Lincoln advisorsDesigned plan models for investment, retirement, risk management, education funding, estate, and business succession planning Innovated modeling input templates pertaining to detailed pension and stock option analysis for Executives of our Chevron and Limited Brands client base Utilized eMoney and Lincoln proprietary software to assist advisors with client investment managementProvided procedural, software, and marketing support for Lincoln advisorsParticipated in DesignTime presentations to educate advisors on various financial planning topics and software utilizationInterviewed, on-boarded, and trained new hires for the Case Manager position in the planning department Show less

• 

  Jpmorgan chase

  Feb 2013 - Feb 2014

  Correspondent underwriter

  Employed Chase lending authority to effectively manage credit risk and bank capital Analyzed mortgage loan submissions in the Chase Correspondent channel for sale to investorsCalculated income and debt ratios, verify assets, perform collateral and credit review within Chase policyIdentified documentation deficiencies and communicate findings to Correspondent customersPerformed detailed analysis of delinquent loans for demand repurchase from mortgage investorsLed team meetings to identify key industry changes and updates to credit policy Show less

• 

  Vanguard

  Mar 2014 - Aug 2017

  Serve as a fiduciary for clients considering annuity investment by engaging in consultative needs based dialogue to produce valuable financial outcomes Own the entire sales process from start to finish, conduct thorough needs based analysis, speak with carriers when appropriate, educate clients, implement products and services, execute money movement, set expectations with clients and provide follow up through multiple channels Educate Registered Investment Advisors on our investment methodologies pertaining to annuities and identify implementation opportunities for their books of business Cultivate and manage prospective relationships during the sales process, including new business, 1035 exchange, asset transfer/rollover events and enrollment in advisory servicesAnalyze the annuity industry to develop strong product knowledge in the marketplace, study sales trends/changes and work closely with management in assessing our forward looking core business goals Show less Act as a direct, pro-active resource to clients by educating and providing guidance on complex retirement transactions and investment topicsDevelop cross-department business relationships through resolve of ambiguous client retirement planning issues and resource sharingProvide investment and asset allocation assistance utilizing Vanguard's Investment MethodologyHarness a technical expertise of small business retirement plan regulation and compliance under IRS, DOL, ERISA, etc. Assist business owners in suitability discussions, set-up, and maintenance of small business retirement plansPresent investment and retirement topics from Vanguard Research Papers during team meetings to help associates build investment acumenCoach new hires and contract employees on both the technical and client relationship management aspects of the Department Show less

  • Sales Consultant - Annuity and Insurance Services

    Jul 2016 - Aug 2017

  • Retirement Associate

    Mar 2014 - Aug 2017
• 

  Fidato wealth

  Aug 2017 - Jul 2020

  Wealth advisor

  Provides Comprehensive, Goals Based Financial Planning and Wealth Management Services to affluent individuals, families and businesses.Acts as a Fiduciary across all areas of financial advice, where clients interests are always first.Responsible for managing existing client relationships and identifying opportunities to provide value to individuals and businesses in the Cleveland community.

• 

  Mai capital management, llc

  Jul 2020 - Jun 2022

  Financial planning team leader
• 

  Sequoia financial group

  Jun 2022 - now

  Director, family wealth

  The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less