As a team member at Financial Leadership, I worked with a team of investment advisors to find suitable investments which maximized our clients returns within their risk tolerance.

Prepare lessons to educate students to undergo testing at the state and national level. While there, I coached football (3), track (5), and golf (1).

While there, I specialized working with Autistic children. I helped them to manage an included class schedule.

My role was to transform Ford Motor Comapany car sales to insurance policies. Ford's partnership with my company led to 10+ states licensing and generated substantial sales leads.

Through the use of venture capital, I created a financial website which contained published investment advice to subscribers. The site was an investment boutique that catered to high net worth investors seeking model portfolios and current market decisions I made daily.*Captured existing assets to help launch a startup dot com business.*Used proceeds from the stock offering to pay operating expenses of the site and manage the vast majority of proceeds as a hedge fund.*Studied… Show more Through the use of venture capital, I created a financial website which contained published investment advice to subscribers. The site was an investment boutique that catered to high net worth investors seeking model portfolios and current market decisions I made daily.*Captured existing assets to help launch a startup dot com business.*Used proceeds from the stock offering to pay operating expenses of the site and manage the vast majority of proceeds as a hedge fund.*Studied financial data to analyze companies 10-Q on a quarterly basis to make investment decisions for clients and model portfolio. Show less

Recruited to assume a book of $32 million assets under management by the bank’s city president. While growing the book of assets from my existing client base, I advised the bank’s clients on appropriate investments based on investment objectives.*Successfully kept relationships and accounts from previous employer to grow bank’s investment portfolio by 15%

Gathered assets totaling $13 million AUM in in just over three years. Managed a varied book of business including individual equities, bonds, mutual funds, and annuity business. Used different marketing strategies to work with my sales assistant to prospect affluent areas. During this time, I had a local morning stock market report on the radio and utilized wholesalers to pamper upscale prospects.*Ranked seventh out of 20 in sales production 1996 as youngest producer.*Generated $120,000… Show more Gathered assets totaling $13 million AUM in in just over three years. Managed a varied book of business including individual equities, bonds, mutual funds, and annuity business. Used different marketing strategies to work with my sales assistant to prospect affluent areas. During this time, I had a local morning stock market report on the radio and utilized wholesalers to pamper upscale prospects.*Ranked seventh out of 20 in sales production 1996 as youngest producer.*Generated $120,000 in sales commissions in 1996. Show less

Managed the daily operations of an Edward Jones branch for two registered representatives. During this time, I acquired my Series 7 and 63 licenses.