ABOUT ME

"The first step towards getting somewhere is to decide you're not going to stay where you are." - J.P. Morgan

Work experience       

SR BROKERAGE CONSULTANT 

TIAA  / Jan 2021 - Present 

First-hand collaboration with clients to achieve their financial goals within the brokerage accounts. Financial analysis of their current financial status while providing research and data analysis for their portfolio. 

RETIREMENT INCOME SPECIALIST 

TIAA / May 2018-Jan 2021

Helped participants make informed decisions regarding their retirement plan using education and financial tools. This utilized TIAA’s wide assortment of 401(k)s, 401(a)s, 403(b)s, 457(b), ATRAs, annuities, IRAs, and after-tax monies. 

NEW ACCOUNTS ADVISOR 

TD AMERITRADE Jan 2017-May 2018 

Onboarding of new clients while generating new business while educating clients of products and options. Prepared client for business meetings with their individual wealth advisor and relayed expectations. Commission-based. 

LICENSED STOCKBROKER 

TD AMERITRADE  / June 2016-Jan 2017 

Customer service role while maintaining sales goals and service levels. Involved client education, placing trades, tax explanations, and trade assistance, including margin and options. 

CUSTOMER SERVICE MANAGER 

TD AUTO FINANCE June 2008-April 2016 

Managed and provided training for a team of 20 customer service representatives while offering best practices, leading meetings, aiding the organization with current rules and legal regulations. Organized company-wide Employee Appreciation Day along with holiday celebrations collaborating with team managers from other departments.

 Leadership 

DIRECTOR AND TREASURER 

WESTSIDE UNITARIAN UNIVERSALIST CHURCH June 2023-Present 

Volunteer position on the Board of Directors. Provide financial documents such as balance sheets, reports of financial status and presentations, including annual meetings with the congregation and board meetings. Assist with fundraising activities, social media marketing, project management, and community outreach. 

CO-CHAIR OF FINANCE COMMITTEE 

WESTSIDE UNITARIAN UNIVERSALIST CHURCH June 2022-Present 

Volunteer position leading finance committee with annual budgets, use of excel, financial analysis, working in conjunction with other committees. 

PROJECT MANAGER 

ENAARY Jan 2022 – March 2022 

Presented owner and CEO with findings from business analysis of company recommendations for her company to move to the next level. Analysis of target markets, cost, personnel requirements, and sales targets.