Financial Advisor at Lindus Advisors, Inc., Dallas, TX.

Guided and assisted seniors in finding a home that they'd love in a local senior living community.

• Led and supported the creation and ongoing business of Alcove Senior Advocates, LLC. – guiding and assisting senior clients in finding the home that they’ll love in a good and appropriate local senior living community.• Established and developed referral relationships between senior living communities and Alcove Senior Advocates, recommending to clients communities which had been vetted with an onsite visit.• Provided caring and customized guidance and specific recommendations to local senior living communities based upon our client’s needs, preferences, location, and budget.• Brought pre-screened and vetted clients to tour the communities which were being specifically recommended. • Affiliated with NPRA, National Placement & Referral Alliance – Dallas-Fort Worth Chapter (npralliance.org/dfw)

• Planned, implemented, and coordinated a varied activity program to meet the physical, mental, spiritual, emotional, social, and intellectual needs of residents.• Led and performed large and small group and one-on-one activities, exercises, games, and events involving laughter, music, singing, dancing, mental and sensory stimulation, emotional remembrance, physical movement, spiritual inspiration and religious services and Bible studies.

Associate Financial Advisor at Northwestern Mutual Financial Network - The Texas Financial Group - Dallas

Financial Representative at Northwestern Mutual Financial Network - The Texas Financial Group - Dallas

* Obtained FINRA Series 65 (Investment Adviser) license.* Worked with clients, senior team members, and brokerage representatives involving account administration, portfolio management, and financial planning activities.* Actively supported Lindus Advisors’ clients on the Fidelity Investments’ Institutional Wealth Services platform using Fidelity Investments’ products, such as using Fidelity Advisor CHANNEL.* Assisted the portfolio manager with trading for client accounts and performing investment research.* Executed daily portfolio reconciliation and performance reporting using Advent Axys.* Provided client services, including cashiering request fulfillment and administration of client account forms.* Interfaced with Fidelity Investments Institutional Wealth Services trading, services, and technical support teams.* Improved and documented processes to create various financial, portfolio management, and client reports.

* Performed full lifecycle recruiting, including sourcing, screening, selecting, resume preparation, rate negotiations, documentation and submission of candidates, for contract, contract-for-hire, and permanent placements, as well as project-related positions, supporting client companies throughout the United States.* Sourced candidates using referrals, internet job sites, internet search engines, and direct call techniques meeting fast-paced, client-mandated guidelines.* Screened, selected, and closed qualified candidates using telephone and face-to-face interviews.* Negotiated rates and arrangements with candidates and third party providers.* Performed account manager functions, as needed, in submitting resumes to clients, scheduling interviews with the hiring managers, obtaining feedback, encouraging selection of candidate, and addressing questions and resolving concerns.

* Performed full lifecycle recruiting, including sourcing, screening, selecting, resume preparation, rate negotiations, and submission of candidates, for contract, contract-for-hire, and permanent placements, as well as project-related positions, supporting client companies throughout the United States.* Functioned as primary liaison to candidates throughout the full lifecycle recruiting process, progressing the candidate from initial sourcing to telephone screening, candidate coaching, interview process, offer acceptance, hire procedures, and ongoing work and performance at the client site.

* Provided incident and problem management for Treasury & Securities Services/Commercial Banking lines of business, Investor Services division, and Investor Services (Data) Warehouse Production Services.* Managed highest-priority, highest-cost customer-impacting technology problems, achieving faster incident resolution and reducing missed Service Level Agreement financial penalties. These problems frequently involved financial transactions totaling billions of dollars and frequently affected hundreds of customer corporations worldwide. * Improved the levels of service and communication between technology and the Investor Services business by collaboratively creating and serving in the new Investor Services Situation Management and Production Service Delivery group.* Led the creation of the new Warehouse after-hours support organization, the transition of after-hours support from a Bournemouth, UK team, and the ongoing operations to deliver effective, quality solutions and servic

* Served EDS for 12 years in client-focused technology positions with progressively more responsibility and authority, from EDS’ System Engineer Development Program participant to Technical Team Leader & Senior Programmer/Analyst.* Worked onsite in the EDS Employee Administration Systems business group as a Technical Team Leader & Senior Programmer/Analyst supporting the Payroll System, Pension System, and Stock Incentive Plan System.* Worked onsite at TXU, as an integral part of the client’s teams. - Directed and coordinated projects and managed team members as a project leader. - Managed client relationships and assisted client in managing a vendor. - Developed and maintained various client computer systems.* Worked onsite at Security Mutual Life Insurance Company, Binghamton, NY, serving as a liaison between technology support and the insurance company’s management and operations personnel in the various insurance departments.