Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Case Designer
Power of Zero
Schaumburg, IL
05.2024 - Current
Utilizes expertise in financial planning to design tailored retirement strategies that optimize tax efficiency for individual clients.
Conducts regular coaching sessions with advisors to help them achieve their individual goals and targets.
Facilitates effective communication between departments, empowering advisors with tools and resources needed to excel.
Flight Chief
US Air Force
02.2004 - 02.2024
Spearheaded the supervision and management of daily operations for a team of 235 personnel.
Developed and implemented tactical plans and initiatives to optimize performance, improve efficiency, and ensure adherence to industry regulations.
Solved an 11-year production shortfall saving the USAF $100m in procurement costs; reinvigorated hydraulic backshop capabilities and increasing efficiency by 150%
Education
MBA - Finance
Marshall University
Huntington, WV
05-2023
Bachelor of Science - Business Administration
University of Maryland
Adelphi, Maryland
12-2021
Skills
Asset Allocation
Due diligence
Financial Auditing
Quantitative Analysis
Retirement planning
Financial Planning
Technical Analysis
Tax planning
Certification
Licensed in Life and Health in the states of Illinois and Florida
Senior Investment Officer, Head of Fixed Income at United Nations Joint Staff Pension FundSenior Investment Officer, Head of Fixed Income at United Nations Joint Staff Pension Fund