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Dynamic Business Analyst with proven expertise at Maximus, adept in Agile methodologies and SAP SuccessFactors. Successfully led cross-functional team... View More
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Dynamic accounting professional with extensive experience at NuBridge Commercial Lending LLC, excelling in financial reporting and data analysis. Prov... View More
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- Toastmaster Club Key Officer 01/2016 - 12/2019, Engage with new visitors, Maintain Roster and Schedule Speakers, Discuss club community initiatives, Track club Inventory and order supplies
Dynamic and results-driven professional with extensive experience in client relations within the finance and life insurance industries. Proven track r... View More
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- Life Accident and Health License
Detail-oriented Compliance Officer dedicated to improving policies and procedures in all business areas. Hardworking and driven with quality-focused a... View More
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Experienced and fully licensed finance professional with a strong background in client services and wealth management. Currently serving as a Licensed... View More
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- Series 7
- Series 63
- Certified Personal Trainer (NASM)
A skilled operational specialist seeking a leadership position within a company that provides opportunity for growth through my experience, skills, an... View More
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- 12/2013 | FINRA Series 6
- 01/2014 | FINRA Series 63
Proven Financial Advisor with a track record of fostering client relationships. Specializes in wealth management planning and relationship building. I... View More
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Certifications
- Series 7
- SIE
- Series 65
A highly-dedicated, goal focused professional with a wide range of experience in the insurance industry with an emphasis on general life insurance, in... View More
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Disciplined military veteran and analytical professional known for precision, reliability, and mission-focused execution. A trusted leader who identif... View More
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Associate Wealth Management Advisor with extensive experience in developing holistic financial plans and tailored planning solutions. Proven ability t... View More
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Certifications
- Life, Accident, and HealthLong Term Care



