Performed daily trading activities, managed accounts and portfolio assets with ultimate accountability of my practice which included legal compliance and social media marketing. Prepared financial proposals and reviews for new prospects and clients. Conducted regular successful sales call sessions, seminars and other marketing activities. Supervised and trained new administrative assistant for branch office operations.

Total financial needs analysis through a network of experienced professionals with expertise in: Advisory services, Retirement analysis and programs, Estate strategies, Business continuation strategies, Trust services

Started new financial practice and branch office for Edward Jones in Genesee, Colorado with new clients prospected in the area. Performed daily trading activities, managed accounts and portfolio assets with ultimate accountability of the branch which included legal compliance. Prepared financial proposals and reviews for new prospects and clients. Conducted regular successful sales call sessions, seminars and other marketing activities. Supervised and trained new administrative assistant for branch office operations.

Completed the Life, series 6 and 63 exams in less then a month and recruited another representative.

Senior Program Operations Analyst:Worked in the PMO for Product and Marketing Large Business/Government programs managing all aspects of the assigned projects/programs including: client relationships, using technical expertise in building complete business requirements, managing complete development and facilitation of testing, and managing metrics.IT Business Analyst:Worked in the IT PMO for Large Business/Government sales channel and lead in a team effort to identify, document, analyze and communicate solutions to meet the needs of the business for a large Federal Government RFP. Lead in the definition of current and future operational scenarios and worked with other IT Families and client groups to translate complex business needs into IT solution requirements. Lead Database Developer:Database Project Manager for an international long distance program. Supported several developers with stored procedures, table changes, and data for the application segment of the project. Wrote stored procedures, designed data modeling, new processes and best practices for the team; planned, organized, and communicated releases.Analyst/Software Engineer/Database Developer/Web Developer:Performed as an Analyst, technical lead and member of development teams on numerous internal and external internet applications for international long distance, Qwest.com, Help Desk, ordering, billing, provisioning and proof of concepts.

Balanced the need for analysis, design, development, deployment, and implementation as part of a research and development group working on new product ideas.

Provided consulting, analysis, software development/support to a team of actuaries while finishing Masters degree.

Managed mainframe computers at the Nevada test site during nuclear weapons underground experiments. Acquired government DOE classified Q clearance for position.

Performed analysis; designed, developed, documented, tested, and implemented programs to control and operate neutron detector instruments.