Committed to producing remarkable results by utilizing experience in financial analysis, client relations, and regulatory compliance to support dynamic organizations, all while actively expanding knowledge and skills in the continuously evolving financial sector.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Annuity & Retirement Specialist
Cetera Financial Group
Austin
12.2024 - Current
Crafted and executed extensive annuity strategies featuring fixed and indexed products tailored for retirees and high-net-worth clients, synchronizing income solutions with long-term retirement aspirations, and risk appetite.
Facilitated firm-wide annuity initiatives through product training, advisor onboarding, and cross-functional collaboration, fostering consistent growth in annuity adoption.
Determine and act on all prospects for cultivating customer relationships, involving prospecting, lead optimization, and participation in local market/community activities.
Regional Wholesaler
Prosperity Life Insurance Group
Austin
01.2023 - 12.2024
Strategically nurtured and directed relationships with financial advisors and broker-dealers across assigned regions, delivering personalized investment product recommendations and sales support aligned with client needs and objectives.
Conducted engaging presentations and seminars on investment strategies, fund performance, and industry trends, increasing product adoption and market reach.
Collaborated with prospective and current clients to gather financial goals and concerns.
Analyzed financial information to develop comprehensive long-range financial plans.