Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
Broken Arrow
04.2022 - Current
Managed client expectations and resolved any concerns or issues promptly.
Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
Provided advice on tax-advantaged investment opportunities.
Approximately 45million assets under care.
Agent In Charge
Oklahoma Bureau of Narcotics
Tulsa
04.2008 - 04.2022
Obtained and executed search and arrest warrants in full compliance with legal protections.
Collaborated with other law enforcement agencies to share intelligence on drug-related crimes.
Conducted raids on known drug dens or distribution points with backup from other agents or officers.
Reported results of investigations with written observations and photographs, and produced final reports.
Conducted surveillance of suspected drug traffickers and organized operations to intercept illegal drugs.
Attended seminars and training sessions on topics relevant to narcotic investigation techniques.
Developed confidential informants within the community who provided information about drug dealers and users.
Trained and mentored field investigators and worked with team lead to identify skills, problem areas, and opportunities for staff development and improvement.
International Police Advisor
Dyncorp
Dallas
04.2007 - 04.2008
Stationed in Kandahar, Afghanistan, and attached to various U.S. Army units training and mentoring the Afghan Civil Order Police.
Trained and mentored staff on correct procedures to maximize efficiency and protect public trust.
Advised commanding officers on weapons operations, capabilities and unforeseen operational problems.
Coordinated meetings between police leaders and members of the community.
Police Officer
Stillwater Police Department
Stillwater
09.2001 - 04.2007
Recorded facts and prepared reports to document incidents and activities for later use in court cases and legal records.
Provided security at public events such as parades, concerts, or sporting events.
Patrolled assigned areas to detect and prevent criminal activity.
Arrested suspects following established procedures while exercising caution and good judgment.
Monitored and investigated suspicions persons and situations and unusual activities.
Utilized various technologies including computers, cameras, and radar guns to complete job duties.
Subdued resisting subjects with defensive tactics and approved nonlethal weapons.
Wrote detailed arrest and accident reports.
Education
Master of Science - Organizational Leadership/ Criminal Justice
University of Oklahoma
Norman, OK
05-2017
Bachelor of Arts - Mental Health Counseling/ Business
East Central University
Ada, OK
05-1999
Skills
Financial analysis
Portfolio management
Investment strategy
Client relationship management
Wealth management
Team building
Retirement planning
Goal setting
Client education
Presentation skills
Certification
Series 7 and 66
Life/ Health/ Variable Annuities
Timeline
Financial Advisor
Edward Jones
04.2022 - Current
Agent In Charge
Oklahoma Bureau of Narcotics
04.2008 - 04.2022
International Police Advisor
Dyncorp
04.2007 - 04.2008
Police Officer
Stillwater Police Department
09.2001 - 04.2007
Master of Science - Organizational Leadership/ Criminal Justice
University of Oklahoma
Bachelor of Arts - Mental Health Counseling/ Business