Financial Empowerment LLC provides investment management, financial planning, and consulting services to individuals and institutions.

Due diligence, manager oversight, research, reporting, consulting, and portfolio management support for the advisory platform. Dedicated to providing comprehensive, robust investment strategies to grow and protect wealth, which empowers clients to focus on living their life rather than worrying about their investments.

Provide proactive, comprehensive investment support to financial advisers empowering them to fulfill the firm’s mission of improving the lives of our clients. Serve as subject matter expert to explain and position investment strategies, assist with all aspects of portfolio construction, and serve as consultant and liaison to field offices to help leverage corporate processes. Assist business partners within the firm. Deliver professional investment platform presentations for the sales team, liaise with marketing team as investment content specialist, distill value proposition for offices participating in custodial retail referral programs, and provide strategy support for new acquisitions.

Served as part of a team that grew United’s centralized IM platform from zero to $8 billion in four years. Managed over $1 billion of firm AUM including a suite of MPT-inspired index ETF models that I researched, designed, and implemented. Regularly reported to the investment committee and helped oversee committee meetings, keep minutes, etc. Oversaw multiple external tactical ETF managers, with whom I regularly interfaced for due diligence purposes, and communicated the objectives and nature of the strategies to the field offices. Developed, implemented and managed suite of transition services to help advisers across the country implement portfolio changes in a tax-efficient manner. Responsible for analysis and execution of options trades for covered call program to help diversify concentrated positions. Detailed analysis and execution of complex, customized tax-loss harvesting for HNW accounts. Created and delivered advanced, polished custom investment proposals for HNW prospects, with detailed portfolio analytics to help advisers win business. Constant collaboration with financial advisers over the phone, webinars, and office visits providing the knowledge necessary to sell the firm’s investment products. Proactively drove innovation and creation of useful IM collateral to assist with advisor sales efforts, including full suite of collateral materials for all strategies under my purview.

972-7786 Worked alongside the Chief Investment Officer to facilitate strategic investment of client funds. Assist CIO with model portfolio construction and adjustment. Expert in portfolio management software including Portfolio Center, Tamarac, Envestnet and Morningstar. Implemented automated systems to organize client data, as well as for rebalancing and performance reporting. Monitored economic data series, supported CIO with time-sensitive research used in client and prospect presentations, as well as portfolio management decisions. Collaborated with CIO in ongoing effort to refine the company's investment strategy and present to advisors and clients. Supported a team of high-growth financial advisors with strong personalities. Developed and provided marketing materials and investment proposals quickly and accurately. Collaborated with advisors to help clients achieve desired financial outcomes. Moved from Denver, CO to Irving, TX in 2012 to continue investment management responsibilities in the Dallas hub office.

Hands-on learning about portfolio management and asset allocation decisions, helped with investment analysis under the guidance of President Dominick Paoloni, applied principles of Markowitz investment theory, interpretation of economic data as it pertains to investing, data organization involving large sums of money and hundreds of clients, personal interaction with clients, detail-oriented investment research in Morning Star, organized the company's files