Analytical professional with a solid background in financial analysis and portfolio management. Adept at leveraging Excel fluency and market insights to drive informed investment decisions, ensuring client satisfaction and compliance.
Overview
2
2
Languages
1
1
Certification
2
2
years of post-secondary education
9
9
years of professional experience
Work History
Sales Consultant
AssetMark
Chicago, IL
12.2025 - Current
Consulted with advisors to clarify financial goals and align investment strategies.
Analyzed market trends to develop customized investment strategies for advisors.
Facilitated advisor onboarding process, enhancing compliance with regulatory standards.
Stockbroker
Charles Schwab
Chicago, IL
04.2021 - 12.2025
Managed client portfolios, ensuring alignment with financial goals and risk tolerance.
Executed trades efficiently using advanced trading platforms and tools.
Analyzed market trends to provide clients with informed investment recommendations.
Sales Manager
Murphys Camera
Louisville, Kentucky
09.2017 - 05.2021
Led sales team to enhance customer engagement and product knowledge.
Developed training programs to improve team performance and product expertise.
Managed inventory levels to ensure optimal stock availability for customers.