
Timeline
About me
Investment Adviser, Financial Literacy Advocate, Disabled Veteran Advocate , USAF Veteran
Education
University of houston
2011 - 2013Bachelor of business administration (bba) financeHouston community college
2008 - 2011Associate’s degree business administration and management, generalUniversity of houston, c.t. bauer college of business
2011 - 2013Certificate global energy management
Experience
United states air force
Dec 2002 - Aug 2006Crew chiefWorked with and managed a team to ensure safety and security of flight crew, passengers, and cargo during pre-flight , mid-flight, and post-flight activitiesCoordinated with multiple specialist teams to plan and deploy simultaneous maintenance and inspection ordersReviewed maintenance forms, aircraft records, and reported to ensure complete documentationUtilized GUI81 software to enter and analyze aircraft maintenance data, inspection dates/timelines, and pull related data inquiriesSelected as a U.S. Armed Forces Ambassador to U.N. military coalition forces while deployed in joint campaigns overseas (2004) OIF/OEF Show less
Coca-cola consolidated
Jun 2006 - Mar 2009CheckerEnsured product picking accuracy by documenting and reviewing store shipments prior to delivery Managed team of builders/pickers to ensure completion of all route orders and ensured load accuracy by verifying proper staging in the loading/shipping areaUtilized SAP to print tickets, verify shipment routes, and release new work orders while managing inventory to verify product shortages/overagesUsed fork lifts/pallet jacks to build, move, and load orders onto trucks
Green mountain energy company
May 2009 - Jan 2010Senior sales agentSecured top 1% of sales in the Houston region enrolling 117 accounts in Q3Accurately and positively informed prospects in retail and in event booth situations about the value of Green Mountain productsPromoted to trainer to new sales representatives after 1 month of sales in both retail and booth environments; trained and assisted other team members with selling/closing techniques Informed customers of different contracts and rates associated with enrollment via FERC guidelines Show less
Houston community college
Jan 2011 - Jan 2012Veteran affairs enrollment assistantAssisted veteran students with related Admissions and Records processes face to face including HCC Portal navigation and enrollment proccessesOperated the call center switchboard to resolve all inquiries and provide enrollment informationManaged over 1000 veteran files for proper documentation and correct location as a filing manager and filed student documents (paper and electronic) to support the required reports to the VAParticipated in the development of veteran outreach programs and content increasing veteran enrollment Show less
Mosaic north america
Apr 2014 - Jul 2014Xbox one brand ambassadorSecured top 1% sales in the region selling 91 consoles and selected to extend the sales rep position to more storesEngaged consumers and shared key messages about Microsoft’s new Xbox One console by demonstraing gameplay and features to attract customers and showcase the Xbox gaming experienceProvided detailed feedback concerning customer interactions and comments of the Xbox gaming experience through surveys and one on one engagements
Enbridge
Jun 2014 - Oct 2014Scheduler - natural gas/nglReceived nominations from shippers, confirmed nominations with point operators, and scheduled nominations on Garden Banks, Nautilus, and Manta Ray pipeline gathering systems and interconnectsAssisted customers in submitting nominations and resolving nomination discrepancies, as well as coordinating with customers concerning pipeline constraints and pipeline capacityInput measurement data and allocated measured volumes, managed monthly scheduled quantity and imbalance confirmation with point operators, and prepared daily gas flow schedules for gas controlWorked closely with Gas Control to monitor and balance receipts to deliveries, as well as nominations to gas flow and prepared final allocations and associated production invoices on a monthly basisAdherence to NAESB/FERC confirmation and scheduling deadlines, as well as updating the EBB with critical announcements concerning pipeline flow and weekend on-call contact information Show less
Mosaic north america
May 2015 - Nov 2015Samsung experience consultantExceeded sales goals in launching the newest smart phones for the year 2015 upgrading 55 accounts Created value in providing solutions to customers by explaining and recommending the proper devices to meet their needs i.e. cell phones, tablets, televisions, smart books, and accessoriesProvided live demonstrations to individuals and groups to showcase hardware and software utility/valueTrouble shot and provided hardware and software maintenace for consumers using proprietary Samsung software systems Show less
Phillips 66
Jul 2019 - Jan 2021Utilized SAP (S4) & Solarc Right Angle (S10 & S15) to manage and process payments for Commercial Secondary CostsManaged the Commissions Desk by reviewing contracts, agreements, and Broker Confirmations to process invoices; worked directly with Traders and Brokers to confirm and reconcile fees as well as confirm quantity and quality per trade to create timely paymentsWorked closely with the Contracts Group to verify contract agreements and manage updates/amendments to confirm and expedite accurate payments, manage invoices, and forward Broker Confirmations for addition and implementation into contract database Managed the Inspections Desk by working with Schedulers and Inspectors to verify Inspection fees for barges, vessels, and tanks. Confirmed load, discharge, and sampling/analysis with Schedulers and Movement Capture to verify quality and quantity of product. Reviewed & processed Invoices and attached documentation to verify accuracy of agreementsWorked closely with multiple internal groups for the Rebilling of services and fees rendered between parties. Created Manual Ledgers to generate PO's to include Truck/Rail Freight, Demurrage, Handling, Transportation, Terminaling, & Off-Spec Fees while verifying the appropriate Cost Centers.Assisted in creating and implementing a work flow in Alteryx to help streamline the process of identifying and processing Brokerage Fees between SAP & Right Angle. This work flow saved an estimated 30 hours a month in work hoursAssisted in the creation and development of a Desk Manual for Commission Fees and the processes associated with payments. This included typical bottlenecks, reoccurring issues, problem solution databases, and tracker for volume of feesManaged the Monthly and Quarterly Close duties for Heavy operations to reconcile and process payments Show less Utilized SAP & Solarc RightAngle to perform reconciliation of Clean & NGL products Volume Exchange and rates between P66 and Exchange PartnersManaged Access to capture the balance of the Exchange with each Partner, produce reports, and reconcile monthly differencesWorked closely with Exchange Partners to identify differences amongst rates, volume, quality of product, and agreed upon associated fees to reconcile balances while verifying appropriate documentationVerified Contract Product formulas while referencing Platts and Argus ratesWorked with Schedulers to verify fees and confirm volume movement with the associated ContractsReviewed Exchange Contracts to ensure accurate fee schedules and confirm amendments Created AR/AP Recons to capture differences and identify outstanding balances on the ExchangeAdhered to Corporate Account Reconciliation Policy and SOX Controls, working towards zero reportable items and zero audit findings by proper documentation and back ups for open issuesPosting of payments/receivables resulting from the month end exchange differences Show less
Commercial Cost Analyst
Apr 2020 - Jan 2021Commercial Exchange Analyst
Jul 2019 - Apr 2020
Licenses & Certifications
Series 65
FinraMay 2021Global energy management certificate
University of houstonDec 2013
Languages
- enEnglish
- spSpanish
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