Experience

• 

  Ing

  Jul 2006 - Jan 2010

  • Internal Advisory Business Specialist

    Oct 2008 - Jan 2010

  • Advisory Services Specialist

    Sept 2007 - Oct 2008

  • Brokerage Operations Specialist

    Jul 2006 - Sept 2007
• 

  Cetera financial group

  Jan 2010 - Jan 2013

  Internal advisory business specialist
• 

  Cetera financial group

  Apr 2013 - Feb 2024

  External advisory sales consultant serving Cetera broker-dealer representatives across Central and Northern California, Idaho, Montana, Oregon, Washington, and Wyoming. Supervised internal advisory business specialists serving Cetera broker-dealer representatives. Implemented performance metrics and scoring which led to over 50% improvements of individual team member productivity. Assisted National Sales manager with sales strategy development and deployment.

  • Advisory Business Consultant

    Aug 2017 - Feb 2024

  • Advisory Sales Desk Supervisor

    Apr 2013 - Aug 2017
• 

  Orion

  Mar 2024 - now

  Senior advisor consultant

  External investment advisory consulting to IARs in Northern California, Oregon, Washington, Idaho, and Alaska