Actively seeking Relationship Management Role focused on Investments, Sales, Business Development & Gift Planning

Substitute Teacher for FRISCO ISD

Offering Personal Service & Sales remommendations for Gap Inc. Banana Republic Retail Clientele. Providing value to Our Brand's astute and loyal customer base.

Investment Compliance and Resolution role under FINRA Governance reporting to the Wells Fargo Advisor commercial investment and centralized complaint executive office CECIO

Member of HD Vest's Specialty Group Cultivating Fee Based Relationships for RIA business- Advisory Specialist Feb. 2014 – Sept. 2019- Member of HD Vest's Specialty Group Cultivating Fee Based Relationships for advisory business- Focused on Growing Fee Based Investment Platform in Registered Investment Advisor sector- Dedicated to Stretch Goal for Fee Based assets under management to over $12 Billion by 2018* Deutsche Asset & Wealth Management Liaison - Major Accounts Coordinator for Key accounts within Firm conveying Performance and marketing information to Sales Desk* Hartford Funds Liaison - Major Accounts Coordinator for Key accounts within Firm conveying Performance and marketing information to Sales Desk

- Wealth Management Support Consultant Aug. 2011 – Feb. 2014- Offer Sales Advice and Marketing Support for over 200 Licensed Independent Representatives in Southwest Region- Engage Tax Professionals to create Wealth Management Sales opportunities within HD Vest's Investment platform- Specialize in cross selling within Investment, Annuity, Insurance and fee based disciplines - Top Sales for 2012 Wealth Management Regional Team -Top 2013 Sales Production- Quarter 1- 2013 103% of Goal, Quarter 2- 2013 106% of Goal, Quarter 3- 2013 102%of Goal, and Quarter 4- 2013 119% of goal* Recognized by HD Vest Representatives for Outstanding Client Service in 2012, 2014 & 2015- Maintains Series 7, 63, 65 and General Lines Insurance License

directly responsible and accountable for market branding of high-end Chivas Regal 18 Year Old Blended Scotch Whisky in DFW area. Serving over 40 account relationships with annual budget spend in excess of $750,000-Develop and maintain client relationships between brands and key accounts in Dallas, Texas Market -Interact between owners, managers and patrons in key accounts to provide a positive brand experience -Provide detailed marketing reports and recap of all Dallas area events -Oversee team at Dallas area account visits for maximum productivity-Maintain cost control of marketing budget in excess of $750,000 In addition supervised brand teams for other spirits within Pernod Ricard portfolio including Absolut Vodka, Jameson Irish Whiskey and The Glenlivet Single Malt Scotch Whisky

Managing Director of Organization's newest Wealth Management Department specializing in Asset Allocation, short and long term financial direction, lending and investment opportunities for company's most affluent clients. Relationship Management- Senior Managing Director Private Client Services Nov. 2007- Aug. 2009- Specialize in Relationship Management, Asset Retention and Client Development for the High Net Worth - Senior Executive Member reporting Directly to EVP of Retail Banking and CEO of Texans Credit Union - Directly Responsible for Pioneering Texans Private Client Services formation, growth & development - Create strategy to attract, develop and retain High Net Worth clients for Texans Credit Union - Supervised a dedicated team including training and development to cater to the Affluent of TCU- Implement and oversee operations of Newly Developed Department, concepts and Personnel - Introduce PCS Relationship Manager Philosophy to Clients and Departments within organization - Recognize, reward and retain Loyal and High Value Clientele through High Profile Events-Cross Selling opportunities to Texans’ affluent Clientele within CUNA Investment division - Maintain NASD Licenses 7, 63, 65 & Texas General Lines with CUNA Brokerage Services

- Regional Private Banker April 2005 –Nov. 2007- Relationship Manager to High Value Clients of Wells Fargo - Focus on Retirement and Education Planning- Provide complex solutions and Wealth Management Strategies to affluent market- Serve as liaison between Retail Bank and Plivate Client Services Group - Wells Fargo Million Dollar Loan Club Award – Q3 2006, Q1-Q3 2007- Wells Fargo Licensed Banker Sales Star Award – Q4 2006- Wells Fargo Home Equity Sales Excellence Award – Q2-Q4 2006, Q2 2007- Personal Banker/ Licensed Banker Feb. 2004- April 2005- License 7, 63, 65 and Group I Active for Sales on Duel Platforms - Specialize in excellent sales and service within Retail Banking- Consistently held Top Personal Banker Group Ranking among peers - Q3-Q4 2004, Q1 2005 Sales Star Performance Recognition- Texas Sales Recognition Award Winner – Anaheim California 2005- Financial Consultant with Private Client Services April 1999- Feb. 2002- Customize strategic asset allocation portfolios for clients- Continually review client needs and risk tolerances to maintain ideal portfolio balance - Offer ongoing referral Network in accordance with the Wells Fargo PCS Vision REGISTERED INVESTMENT REPRESENTATIVE SERIES 7,63,65 GROUP I INSURANCE LICENSERELATIONSHIP MANAGEMENT & ASSET ALLOCATION