Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

As an Associate Financial Advisor at Ameriprise Financial, I leveraged my expertise in financial planning and investment management to deliver exceptional client service and drive business success. My key contributions included: • Client Service: Managed client appointments, meticulously took notes, and provided comprehensive client service, ensuring client satisfaction and retention. • Salesforce Management: Utilized Salesforce CRM to efficiently track tasks, monitor business revenue, and track progress toward financial goals, enabling data-driven decision-making. • Investment Management: Served as the head trader, responsible for buying and selling securities on behalf of clients, ensuring timely and accurate execution of trades. • Portfolio Rebalancing: Conducted regular portfolio rebalances to maintain desired asset allocation and risk profiles, aligning with client investment strategies. • Fund Selection: Played a critical role in selecting funds for our portfolio clients, conducting thorough research and analysis to identify investment opportunities that met client goals and risk tolerance. • Accreditation: Achieved the Accredited Portfolio Management Advisor (APMA) designation, recognizing my advanced knowledge and skills in portfolio management and investment advising.In this role, I was committed to upholding the highest standards of professionalism and integrity while contributing to the growth and success of Ameriprise Financial and its clients.

Lead person for management, writing, and delivery of 595 financial planning clients on our team.Taking 20+ daily inbound phone calls & problem solving each unique client situation.Collaborating directly with our team of 5 advisors to support their needs to service our whole clientele of over 5,000 total accounts.Demonstrated professionalism and courtesy with customers while working to resolve complaints, problems or respond to questions.

Licensed: FINRA Series 7 & 66.Licensed: Life, Accident, & Health Insurance.Outbound dialing to clients (150/day) & set appointments (10 average) with advisors.

- Licensed: Property & Casualty Insurance- Personally sourced, quoted, and sold 28 insurance policies.- Exceeded summer selling goal of 20 policies set by manager.- Met with 10+ clients on the phone and in person daily.

- Personally hired, trained, and managed a branch of four team members. - Designed and implemented a marketing plan yielding over 200 potential customers. - Achieved a 24% profit margin through production management and quality control. - Revenues exceeding $50,000 in just 60 days of door to door marketing and cold calling.