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PHONE NUMBER AVAILABLEPHONE NUMBER AVAILABLEEMAIL AVAILABLEMERRILL LYNCH, DENTON, TEXASAssistant Vice President, Financial Solutions November 2022-2023Providing holistic Retirement Planning and Investment advice for high value accounts within FINRA regulation BIBuilding portfolios for clients in advisory led accountsProviding investment opportunities options for clients with brokerage and retirement accountsFIDELITY INVESTMENTS, WESTLAKE, TEXASWorkplace Planning Consultant, June 2021-2022Providing holistic Retirement Planning and Investment advice for high value accounts within FINRA regulation BISuccessfully onboarding and mentoring of new consultantsRetirement Planner, Oct 2018  June 2021Onboarding participants by delivering fundamental and complex investment guidance while supporting consolidationsTop 20% of all retirement planners in Tax Exempt MarketSuccessfully helping onboard and mentor new Retirement PlannersWorkplace Planning Associate, Apr 2017  Oct 2018Top ten nationally in job role 2018 - 2021Helped lead the Connect and Advance function nationally with language for the WPA 2.0 rolloutEffectively built rapport opening conversations around the customers financial goals using consultative strategiesCERBERUS CAPITAL MANAGEMENT, IRVING, TEXASSales Manager, Jan 2010  Jan 2014Oversaw both retail and field sales operations. Increased revenue average of 15% year over yearRecruited, trained and retained a strong sales force through detailed onboarding processes and engagement strategiesBuilt strong corporate customer generated revenue through needs based investigation and relationship buildingFRONTBURNER RESTAURANT GROUP, ADDISON, TEXASMarket Partner, Jul 2006  Jun 2010Complete P&L responsibility for four restaurants grossing over twenty million dollars per yearLed a customer service and sales based strategy to increase profits over six million dollars year over yearEDUCATIONUNIVERSITY OF TEXAS AT SAN ANTONIO, SAN ANTONIO, TEXASPolitical ScienceSAN ANTONIO COLLEGE, SAN ANTONIO, TEXASGeneral StudiesPROFESSIONAL LICENSESSeries 7Series 66