Description

Foreman Electric Services Inc.

May 2018— May 2019
San Juan, PR
Logistics Coordinator

 

Raymond James & Associates

December 2011—May 2018
Beverly Hills, CA
Senior Associate on the Global Wealth Solutions Group (Detanna Team)

Wedbush Securities  

February 2011—December 2011
Los Angeles, CA
Senior Associate on the Detanna Team

Morgan Stanley Smith Barney  

March 2008—February 2011
Beverly Hills, CA
Registered Client Service Associate on the Detanna Team

Skills

  • *Accredited Investment Fiduciary® (AIF)
  • *Active Securities Registrations: Series 7;66;9;10
  • *Certified Financial Planner® (CFP)
  • *Life Insurance Agent; License 0I49906
  • Ability To Prioritize And Resolve Complex Problems
  • Detail Oriented
  • Efficient time management
  • Excellent Communication
  • Thorough Knowledge Of Microsoft Office

Education

Pepperdine University

January 2004-April 2007 BA

Experience

Foreman Electric Services INc

May 2018-May 2019 Cheif Logistcis Officer

Worked on the power restoration project from the devastation of Hurricane Maria in Puerto Rico

Raymond James & Associates

December 2011- May 2018 Senior 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
● Deliver the firm’s full capabilities and resources to our clients
● 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
● Oversee, coordinate, and collect all required documentation for new accounts
● Assist in the preparation of reports and materials for client meetings
● Work directly with the largest high net worth families, institutions, and endowments
● Coordinated and led the transition of book of business from predecessor firms