Financial professional with proven track record of delivering comprehensive financial advice and solutions. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Work History
Financial Advisor
3 Years 3 Months
Northwestern Mutual | 03.2023 - Current
SIE, Series 6, & Series 63 Active. (Prepared to sit for Series 7 top-off and Series 66 immediately upon hire)
Commission only sales role focused on risk management, retirement solutions, and asset protection planning.
Sales Pipeline Management: Built and managed a robust book of business, actively generating leads through networking, cold calling, and referrals.
Achieved the 100 lives benchmark meaning 100 policies placed in a calendar year that only 15% of advisors achieve.
Finished #38 in the southern region for the 2025 calendar year out of all new advisors (advisors in their first 3 calendar years).
Store Manager
3 Years 1 Month
JD Sports | 07.2019 - 08.2022
Maintains a structured store training program, as set forth by the corporate office. Hired, trained, and developed a staff of 55 including 2 assistant managers, 8 pre-assistant managers and 45 sales associates while producing 8.5 million dollars in annual sales in the largest JD sports in Georgia and the first finishline to JD conversion in the states
Monitor sales activities to ensure that customers have received exceptional service and quality products
Strategically plan employee schedules based on departmental needs
Received max quarterly bonus for 6 consecutive quarters
30% comp sales gain of 750k in fy22 over fy21
Maintained shrink at a record low of .05% YTD average
Number 1 JD Youth Foundation donation performer in the country in % over goal
Controlled monthly P&L reports and exceeded company expectations (supplies, utilities, hardware)