• Maintained 100% Client Retention Rate during entirety of employment• Grew book AUM by 200% over 2 calendar years. • Completed education for RICP® certification• Referral committee member, Investment strategy committee member, and website contributor.

• Maintained top 15% ranking nationally by role metrics• Obtained “Achiever” award Recipient 2018 for outstanding performance – “Tier 11”• Obtained “Achiever” award Recipient 2019 – “Tier 4” – Pacific Northwest Gold Standard • Quarter 4 2019 “Excellence in Action” award recipient

• Maintained top 10% ranking nationally by role metrics• Obtained notary and Insurance licenses• 2017 Relationship Manager of the year – Bellevue Investor Center • Quarter 3 2016 “Excellence in Action” award recipient

• Obtained Series 66 Financial license• Finished top 3% nationally by role third quarter 2016• Achieved “Exceptional Performance” performance rating by manager for 2016 • 2015 “Excellence in Action” recipient for Q3

• Obtained Series 7 & Series 63 Financial licenses• Joined “High Opportunity” team to learn lead generation skills• Began education in pursuit to become a Certified Financial Planner Practitioner • 2x “Manager’s Choice” recipient and 2015 “Excellence in Action” recipient for Q2

• Develop skills in sales, recruitment, merchandising and leadership. • Set goals, impact sales, review and manage store performance through daily operations,• Educate and impact new teammates, assign tasks, and follow up completion of responsibilities.

• Utilized excel to streamline estimating and billing processes to meet contractual obligations.• Revised and incorporated a safety program that beat industry standards resulting in a .72 EMR.• Determine company projects to be bid by tracking, viewing, and filtering upcoming invitations.