Independent contractor and business owner. Registered Representative and Fiduciary. Provide holistic financial planning and advice to individuals and families, primarily to Active-Duty Military and Veterans. Educate and assist clients in decisions regarding budget, debt reduction, life insurance, retirement planning, and other financial goals. This included reviewing current and possible veteran benefits that could impact the clients financial plan to include pension, education, medical and disability benefits. Provide periodic updates on portfolio adjustments, market trends, and other important financial information. Maintain and foster current client relationships while continuously building and generating new business though referrals, networking, and marketing. Plan, host and deliver financial educational workshops to include available military benefits and retirement planning for service members, veterans, current clients, and prospects. Utilize Sales Force and Netx360 to manage all client and prospect interaction. Responsible for all human resource activities of staff to include hiring, timekeeping, and training. Currently manage a book of business of over 250 clients and $35 million of assets under management.

Supervise and manage a team to conduct daily operations of the Statewide Training Center. Responsible for the scheduling of over 600 course convening’s and 23,000 registrations, generating $4.5 million in Revenue. Analyze data to determine training needs and demand throughout the state to accurately define current and future course offerings and schedule. Continuously monitor processes and enact efficiencies were needed. Contract manager for multiple Inter-Agency Agreements and $3 million in vendor contracts. Oversee customer service standards through monitoring and evaluating inquiries, and ensuring customers are provided accurate and timely responses, responding to the most sensitive and escalated customer service questions. Generate reports and analyze data to formulate future fiscal year budget and monitor the current fiscal year budget. Develop and provide guidance on Statewide Leadership Training and Development Policy.

Program level management of the U.S. Coast Guard’s enlisted aircrew. Provide expert guidance on policy and enterprise-wide decision’s affecting over 2,500 employees to safely conduct operations. Participate in long term strategic planning for program and organization. Responsible for developing, reviewing, and revising organizational policy. Set requirements for, and approval of training curriculum for 25 different aircrew qualifications. Manage over $7 million in training quota cost. Coordinated between DOD and other federal agencies to acquire and schedule aircrew and pilot training for all Coast Guard aviators and aircrew. Certified Contracting Officers Representative (COR), coordinating and overseeing four contracts valued at $4.6 million and two Inter-Agency Agreements valued at $500,000. Spearheaded and Project Manager for an initiative to modernize Coast Guard rescue hoist operator training program by having a thorough Front End Analysis and Cost-Benefit Analysis completed, resulting in the determination that commercial sourced virtual reality as the most viable option. Developed request for information (RFI) and statement of work (SOW) leading to contract award in 2018. This project has resulted in a safer, more efficient means to train helicopter aircrew, saving the Coast Guard 800 flight hours a year in training cost. Manage Coast Guards' aviation awards and recognition program.

Lead Avionics technician and supervisor of over 55 personnel. Strategically plan for scheduled and unscheduled maintenance and servicing on 5 HC-130 Hercules aircraft, creating a work breakdown schedule (WBS) to ensure mission objectives are met. Managed personnel staffing and scheduling to include aircrew scheduling to meet mission needs Managed aircrew aviation hazardous duty pay program and training program. Command Financial Counselor, helping service members develop personal budgets, eliminate debt, and educate on investing and retirement planning. Command educational counselor advising 200 plus employees on educational benefits to include tuition assistance and G.I bill. Responsible for training, semi-annual counseling, and employee reviews. Maintenance Resource Management Training Facilitator, conducted required training to all personnel on safety, best practices and human factors in the workplace to instill a culture of safety and prevent mishaps.

Long term forecasting and scheduling of multiple work packages and maintenance projects on 5 MH-65 Dolphin helicopters. Utilizing various Microsoft programs, accurately forecasted, planned and oversaw scheduled and unscheduled maintenance on aircraft based on flight hours and mission needs. Developed a work breakdown schedule (WBS) and assigned work to individual shops in order to effectively meet goals. Managed all ramp and ground support operations to include personnel management, fueling and aircraft taxing, parking and tie down. Lead Avionics shop supervisor, overseeing all day-to-day and long-term avionics and electrical maintenance on aircraft. Oversaw and managed all spares and tooling. Lead quality assurance inspector verifying the safety of flight for all routine and complex maintenance task. Supervised maintenance and upkeep of forward operating facility to include hanger and ground support equipment. Maintenance Resource Management Training Facilitator, conducted required training to all personnel on safety, best practices and human factors in the workplace to instill a culture of safety and prevent mishaps. Critical Stress Management Peer, trained in interventions designed to mitigate the adverse psychological reactions that may accompany critical incidents. Duty standing search and rescue helicopter crewman.

Managed all maintenance and personnel to ensure completion of all task and readiness of aircraft. Lead quality assurance inspector verifying safety of flight for all routine and complex task. Aircraft Plane Captain on three 40+ day deployments ensuring all maintenance was completed achieving 100% launch availability. Duty standing search and rescue helicopter crewman.

Team leader, avionics / aircraft technician. Duty Standing search and rescue helicopter crewman.

C-17 Globemaster III Crew Chief, Airframe Power plant mechanic