• Gathered and analyzed information to develop actionable recommendations to consult financial advisors on achieving maximum operational efficiency, while they were opening up their own independent wealth management practice• Developed and implemented in-depth comprehensive educational training for advisor's offices on Commonwealth systems, including best practices, processes, and procedures• Transitioned $400 million in assets to Commonwealth in Q4 of 2019, breaking all previous records• Mentored, trained, and assisted a group of five new employees, getting them up to speed and primed for success• Conducted presentations on transition process overview to prospective advisors during home office visits, pitching to over 50advisors that decided to join Commonwealth• Traveled to new offices to assist in creating office efficiencies and providing hands-on training during their first 3-5 months at the firm, to ensure a smooth transition of an advisor's book of business

• CoastHills Credit Union--$1 billion in assets; CoastHills Wealth Management (LPL) $165 million AUM• Increased client referrals by 30% year-over-year by building and managing email campaigns and being responsible for social media strategy and workshop marketing• Managed all enhanced trading activities, such as, tactical repositioning, account rebalancing and individual position swaps for $60 million in advisory assets• Responsible for being the Salesforce CRM administrator, uncovering new ways that tools and resources can be applied to enable Wealth Management Team’s execution• Created operational management reports, including monthly variance reports, asset liability committee (ALCO) reports, business plans, proposals and makes recommendations for improvement/efficiency

•Obtained Series 7 and Series 66 •Supported nine financial advisors and 2,000 client households