Concentrated on Finance and Strategy during my time at Texas Christian University.

ADFERT, International Expansion • Analyze process and costs of import/export scenarios• Vendor management process selection• Profiling of potential leads and opportunities• Conduct competition analysis and profiling• Identify centers of expertise & potential SMEs• Create a logistics plan, port to port and inland, in North America• Develop company operations and compliance strategy• Support marketing and strategy efforts for franchise satellite office

• Developed brand awareness digital marketing campaign for DFW market entry; created implementation launch plan including calendar release schedule, categorized posting template, and KPI tracking tool

• Created universal referral incentive tool, optimizing collaboration across sales divisions • Redesigned business development framework; enhanced tracking and communication processes

• Selected to support Fidelity’s highest net worth, most profitable, and most valued customer segment• Managed and structured personal investment portfolios ranging from 2M-100M• Controlled the execution of investment portfolio assets containing stocks, bonds, mutual funds, etf's, and currencies • Conducted upskill trainings department-wide for 100s of employees regarding complex trading requests, planning and guidance offerings, customer loyalty problem resolution, and building meaningful relationships with clients• Performed consistently in top percentile in client satisfaction and hold the company record of 47 consecutive top score customer surveys

• Promoted from Full Trader; selected to support Fidelity’s second most valued customer segment• Departmental spokesperson and point of contact to 100s of new hires considering the High Net Worth Associate career path • Mentored new team members to help facilitate quality of client interaction, understanding of key tasks, and efficient resolution of unique projects• Excelled in annual performance expectations in all measured categories and received departmental national recognition (2011) for dynamic top performance by significantly exceeding annual performance expectations in all measured categories

• Performed various trading functions and owned advanced money management services for thousands of clients• Lead Generation Champion Award (2011) - Awarded for the highest quantity and quality of leads that created new business• All-Star Award (3x) - Awarded quarterly to the highest performing members of the department in key metrics