Experience

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  Butler high school

  Jan 2011 - Jan 2011

  Varsity lacrosse coach
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  Insight global

  Oct 2011 - Sept 2012

  Sales representative

  • Distinguished among the top 5% of sales employees in the company in terms of revenue production.• Involved in requirements gathering from the client and pitching ideas relating to project management and the optimization of human capital resources.• Sales opportunities required handling numerous fast-paced negotiations among multiple lines of contact between C-level executives and top security cleared clientele.

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  Asurion

  Sept 2012 - Jan 2015

  Technical analyst ii

  • Multi-team business analyst trusted with gathering global, multi-client requirements for a greenfield insurance application. Researched, gathered, and organized domestic and international requirements surrounding risk management, development of event and data driven analytics, generating financial and operational KPIs, transactional invoicing and integration of accounting and financial systems, and configurability of data analytics sectors throughout the application. • Managed involvement with multiple delivery teams spanning across multi-phase implementations while maintaining important client and stakeholder relationships. Performed analysis of single client requirements, while leveraging the need for configurability and adaptability of the platform to other potential clients.• Responsible for driving the development of financial reports generated from multiple sources and using SQL to develop, test, and present new reporting standards to senior management. Customized an analytics dashboard using Spotfire to produce visualizations, metrics, and reports of financial, accounting, and operational metrics.• Spearheaded the future state business intelligence development team by authoring project plans, priority backlogs, and schedules through collaboration with business stakeholders. Recommended a variety of potential solutions, leveraging database automation tools when possible, to meet architectural principles associated with data quality, availability, and risk mitigation. • Assumed project management tasks including daily SCRUM meetings, identifying team dependencies and deliverables, hosting iteration and release planning ceremonies, providing updates and feedback to key stakeholders, and identifying resource requirements. Voir moins

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  Wealthcare capital management

  Jan 2015 - Jan 2018

  Financial advisor

  "There is only one measure of success that matters, and that is investors achieving their most important financial goals.”- David Loeper, Founder of Wealthcare Capital At Wealthcare Capital, we are focused on provided goals-based wealth advising so you can live the one life you have. Our process is driven by using statistics to simulate your financial plan against thousands of potential financial market lifetimes. We aim to provide you with a tangible degree of confidence in your asset's ability to meet your goals. • Work on the same side of the desk with clients to construct goal-based financial plans with tangible measures of success. From this plan, we are able to use dollar results as our shared measure of success. We do not chase returns, but rather ask the most important question: Are you prepared to live the financial life you planned for?• Perform Monte Carlo simulations based on individual client's financial plans, scenarios, or stress-testing potential market changes and impact. This is how we continuously manage the uncertain. • We use a passively designed combination of low-cost index funds to generate the risk and return necessary for your goals to be met with confidence. There is no need to chase returns or answer risk tolerance questionnaires. Your goals dictate the return needed, and our choice is to generate that return as efficiently as possible.• Your financial plan is not one dimensional. The services we provide include college 529 allocation analysis, estate planning and strategy to protect your family's wealth, tax location management, social security analysis, and ultimately retirement planning. Voir moins

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  Aspire wealth architects

  Jan 2018 - now

  Financial advisor & partner

  We are a group of financial advisors operating with a diverse set of skills concentrated solely on providing a fiduciary and comprehensive service to our clients’ financial lives.We offer services that pertain to the realities of your financial life. Each of the following components, when combined, create a financial plan that can be trusted: Purposeful and low-cost investment management, retirement and cash flow planning, education funding, tax consideration, estate and gifting strategies, and, most importantly, shared communication and open conversation. We are fee-based advisors and our only incentive is to create an optimal financial plan for our clients.It is critical that, as advisors, we recognize the importance of providing a fiduciary service to our clients. Across the industry, we perceive many contradictions that foster complexity and mistrust. This includes the principal-agent conflict of interest, fees not being fully disclosed, investment gambling, lack of tax consideration, and many more that are direct costs to the client's life. We know that our clients deserve more, and that is what has lead us to create and grow this group of like-minded professionals.At Aspire, there is a true belief in our practices and process. We are inherently motivated in knowing that we are making a positive impact. There is a movement towards transparency, trust, and giving the client his or her proper place in making decisions.We strive to be at the forefront of this movement. Voir moins

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  Familylinks, inc.

  Mar 2021 - now

  Board member

  I volunteer as a board member for FamilyLinks with participation on the investment and finance committees.