Results-driven individual with a focus on analytical thinking and sales expertise. Successfully advised clients on personalized financial strategies while collaborating with senior advisors to deliver comprehensive financial plans.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Primerica
07.2025 - Current
Advised clients on assessing financial goals to design personalized financial strategies.
Assessed various investment options and recommended tailored products to meet specific client requirements.
Conducted market research to stay informed about industry trends and product offerings.
Collaborated with senior advisors to prepare comprehensive financial plans for diverse clientele.
Warehouse Clerk
Amazon
01.2021 - 06.2024
Streamlined order fulfillment processes, reducing handling time and improving accuracy.
Coordinated order fulfillment processes to ensure timely shipping and accuracy of inventory.
Sustained a clean and organized work environment, contributing to increased productivity and efficiency.
Assisted in training new associates on warehouse procedures, fostering a supportive team atmosphere.
Took on extra hours and shifts during busy periods to meet tight shipping deadlines.
Operated equipment such as pallet jacks and hand trucks to move heavy boxes.
Education
Bachelor of Science - Criminal Justice
Arizona State University
Tempe, AZ
12-2021
Associate of Arts - Criminal Justice
Glendale Community College
Glendale, Arizona, AZ
04-2018
Skills
Investment advice
Relationship building and management
Analytical thinking
Sales expertise
Accomplishments
Achieved goals through effectively helping with client insurance needs
Warehouse Associate (Inbound Team Lead) at Amazon.com, Inc. Fulfillment CenterWarehouse Associate (Inbound Team Lead) at Amazon.com, Inc. Fulfillment Center