Skillful and organized financial professional looking to change careers and gain experience in festival and event site operations. Friendly and personable, with strengths in efficiency and adaptability in high-stress and dynamic environments.
Overview
8
8
years of professional experience
Work History
Financial Advisor & Planner
Empower Personal Wealth
Denver, CO
10.2021 - 05.2025
Developed financial plans and strategies tailored to individual client needs.
Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Managed relationships of over 130 dedicated clients as their primary point of contact for comprehensive financial health
Operations Associate
Global Operations and Logistics
Denver, CO
05.2017 - 08.2017
On-site operations staff, What the Festival 2017, Pemberton 2017
Provided organizational/executional assistance and led 10-20 person volunteer groups
efficiently worked with production and construction teams for setup of stages, merchandise booths, pubic amenities and fence lines
effectively supplied risk control for festival during setup, takedown, and during event
Education
BS - Business Administration, Honors
University of Colorado Boulder – Leeds School of Business
New Trier High School
Winnetka, IL
Skills
Strong ability to contribute, lead, and thrive in team environments
Highly adaptable and able to perform very efficiently under situations of high stress, including close deadline, event crises, and plan deviations
strong organizational and team management skills
Proactive, creative, and strategic problem solving
effective communication when coordinating with many parties
ACTIVITIES
Participated annual in invitation-only National Leadership Conference for four consecutive years
Competitive skydiver and outdoor sport enthusiast
Active CFP® designation
Timeline
Financial Advisor & Planner
Empower Personal Wealth
10.2021 - 05.2025
Operations Associate
Global Operations and Logistics
05.2017 - 08.2017
BS - Business Administration, Honors
University of Colorado Boulder – Leeds School of Business
Digital Strategy Consultant & Marketing Project Lead at Antena Tres Directo (A3D)Digital Strategy Consultant & Marketing Project Lead at Antena Tres Directo (A3D)