Description

● Strong in written and verbal communication, time management, and

organization

● Ability to prioritize and resolve complex problems

● Through knowledge of Microsoft Office and Google Suite

● Provide a high level of individualized, comprehensive financial services and

investment strategies to clients

● Provide multigenerational estate projections and strategy: emphasizing tax

planning, life insurance, and long-term care planning

● Responsible for the operations and administrative management of the team

● Manage day-to-day client service requests, inquires, and concerns

● Consult with clients on investment strategies based on their individual financial

and investment objectives

● Assist in marketing efforts to attract new money

● Identify new business opportunities with existing clients

● Coordinated and led the transition of book of business from predecessor firms

Education

Pepperdine University

Jan 2001/May 2003 BA

Experience

Foreman Electric Services INc

Dec 2018/ May 2019 Cheif Logistcis Officer

● Led logistics coordination of +/- 400 employees on and off of Puerto Rico in the
restoration effort of the power grid after Hurricane Maria; including travel,
transportation, lodging, meals, drug testing, and employee onboarding
● Responsible for the management of the team in continental US and in Puerto
Rico

Raymond James & Associates

Dec 2011/Dec 2018 Registered Associate

● Provide a high level of individualized, comprehensive financial services and
investment strategies to clients
● Provide multigenerational estate projections and strategy: emphasizing tax
planning, life insurance, and long-term care planning
● Responsible for the operations and administrative management of the team
● Manage day-to-day client service requests, inquires, and concerns
● Consult with clients on investment strategies based on their individual financial
and investment objectives
● Assist in marketing efforts to attract new money
● Identify new business opportunities with existing clients
● Coordinated and led the transition of book of business from predecessor firms