Dedicated to move forward in the corporate environment.

8/2008 - Present

Manager

• Financial Advisor -Prospected and provide client services to clients with net worth over $250,000 -Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios. -By providing excellent customer service and financial knowledge, I would receive referrals to further continue building my client base. Operations -Created several documents and processes that streamlined operations -Designed our client confidential, this created a snapshot of our client’s finances, which provided uniformity between advisors and ease of creating a financial plan. -Created several key documents such as our sexual harassment policy, code of ethics, action slips, and a excel program that kept track of each advisor’s gross, submitted, and final commissions. Human Resources -Would hand-pick on a select few individuals to interview. -Panel interview, focused my questions dealing with ethics, integrity, honesty, and dedication.

12/2007 - 8/2008

American Premier Financial Inc.

Entry Level

• Grew Client Base -Consistently met and frequently exceeded the financial objectives of clients. Assessed risk tolerance and investment goals to recommend solutions optimally suited to client needs Sold Insurance Products -Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals. -Explained death and living benefits, while broking down the advantages and disadvantages of each product to fit my client with the proper coverage. Award Winning Professional -Earned awards for excellent sales performance, including the Young Gun Award. -The quickest to get through my license training and exceeded gross revenue targets for the first 12 months compared to the class of 62 across the country.

2007

Bachelor Degree

Texas Christian University

• Accounting/Finance