
Timeline
About me
Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Education

Humboldt state university
2014 - 2016Conservation biology: applied vertebrate ecology biologyActivities and Societies: Fisheries club 4x4 club climbing
Experience

Commercial fishing vessel 'darlene'
May 2014 - Sept 2015Chief engineer• Maintained the cleanliness of the deck, fed the crew, maintained the fishing lines.• Tasked with splicing cable and ropes.• Helped maintain and repair engine and hydraulic machinery.• Construction and instillation of fiber glass hull and spray brine cooling system.

Rancho laguna animal rescue farm
May 2016 - Sept 2016Ranch hand• Assisted with care and rehabilitation of rescued animals; Horses, donkeys, goats, chickens, and dogs. • Aided with gentling wild horses. • Helped the horses become more comfortable with wearing a saddle, halter, and bridle.• Trained the horse to be comfortable with being mounted.• Worked with the horses to desensitize them to their surroundings to prevent skittish behavior.• Helped with upkeep of farm including vehicle maintenance and building repairs.

Sargent construction
Jan 2017 - Jan 2020Shop manager• Complete field requests for equipment, tools, consumable materials and in stock items.• Maintain, service and inventory of all tools.• Inventory and inspect materials as transferred to and from job sites.• Keep accurate log of maintenance and repairs of all equipment and tools.• Barcode all new tools and ensure information is updated.• Clean/repaid incoming tools and return to inventory.• Keep inventory stocked with bulk consumable materials.• Assist with getting quotes for new purchases.• Assist with cost saving analysis and evaluations for buying and selling new/used equipment• Coordinate deliveries with the drivers.• Assis driver with loading and unloading delivery truck.• Keep accurate transfer tickets• Operate a fork lift.• Maintain company delivery schedule• Daily report• Prep for and attend Equipment Meetings.• Keep shop in a clean, safe manner at all times. Show less

Arb, inc.
Jun 2020 - Feb 2021Time keeper• Collect weekly Union & Admin timesheets from the field• Key in Labor, Equipment & third party commitments in excel• Submit labor timesheets to the Payroll Department• Submit equipment timesheets to the EQ Division• Process makeup and layoff checks• Order Equipment through Dispatch• Order materials & provide Purchase Orders to Vendors• Sort, scan and file timesheets, Purchase Orders and Receivers• Code, approve and log third party invoices• Process new hire paperwork• Conduct weekly job audits• Update progress and quantity trackers• Trained new hires• Filled out and updated RFI's and RFC's Show less

New york life
Feb 2021 - Jul 2022AgentAgent licensed to sell insurance through New York Life Insurance Company

Nylife securities llc
Sept 2021 - Jul 2022Financial services professional or registered representativeRegistered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Vanguard
Sept 2022 - nowHigh Net-Worth Client Case Senior Specialist
Jun 2023 - nowVanguard Personal Investor
Dec 2022 - Jun 2023Client Relationship Associate
Sept 2022 - Dec 2022
Licenses & Certifications

Registered representative
Finra
Series 63
FinraDec 2022
Series 66
NasaaMay 2025
Series 7
FinraDec 2022
Wealth management specialist
KaplanAug 2023
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