Work:
Archetype Wealth Partners
Feb 2018 - Jan 2019
Client Service Manager, Wealth Advisor
Archetype Wealth Partners
Feb 2018 - Jan 2019
Marketing Manager + Wealth Advisor
Doliver Capital Advisors
Jun 2014 - Dec 2017
Client Relations Manager, Advisor
City of Houston
Jun 2013 - Jun 2014
Staff Analyst
Liberty University Online
Jul 2009 - Jun 2013
Assistant Director of Academic Advising
Education:
Liberty University 2010 - 2012
Master of Business Administration, Masters, International Business
Liberty University 2005 - 2009
Bachelors, Bachelor of Science, Advertising, Communication Studies, Public Relations
Skills:
Leadership, Higher Education, Training, Public Speaking, Customer Service, Social Media, Teaching, Program Management, Coaching, Leadership Development, Staff Development, Adult Education, Advertising, Newsletters, Data Analysis, Interpersonal Communication, Microsoft Office, Client Relations, Customer Relationship Management, Business Process Improvement, Problem Solving, Issue Resolution Management, Project Management, Consulting, Strategic Planning, Copywriting, Adobe Creative Suite, Microsoft Excel, Sharepoint, Lms, Sap, Quickbooks, Orion, Account Management, Investments, Investment Research, Compliance, Investment Advisory, Fiduciary, Performance Reporting, Personnel Development, Process Improvement, Issue Resolution, Prioritization, Detail Orientation, Priority Management, Management
Certifications:
Lean Six Sigma Green Belt Certification
Series 65 Securities License
