Professional leader with substantial experience in management and development. Strong emphasis on team collaboration and achieving tangible results, adaptable to changing needs. Proven skills in staff supervision and operational oversight. Known for reliability, strategic planning, and effective communication.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Financial Professional/ Unit Manager/ Gold Mentor
Equitable
Fort Worth, TX
07.2023 - Current
Facilitated coaching and supervision of financial advisors, emphasizing development of prospecting skills and consultative sales strategies.
Provide ongoing field training and observations, adjusting strategies based on market conditions and geographic region.
Designated district leader due to strong production and leadership, supporting both operational efficiency and morale across the advisor network.
Member of the Premier Producer Group, focusing on client engagement efforts with inactive or orphaned accounts—helping rebuild relationships, reassess client goals, and drive renewed trust and satisfaction.
Recognized for consistent production excellence and contributions to improving district advisor retention and performance.
Math Coach/ New Teacher Mentor/ Athletic Coach
Fort Worth ISD and Burleson ISD
Fort Worth, TX
08.2010 - 07.2023
Deeply committed to optimizing student growth through data driven instruction.
Creative and resourceful in adapting instruction strategies to meet unique student needs.
Design positive approaches and proactive interventions advancing learner engagement.
Experienced in delivering difficult feedback with professionalism and empathy.
Strong communicator skilled in influencing without direct authority.
Adept at managing competing priorities in fast-paced environments.
Committed to building inclusive, high-performing cultures.
Fostered teamwork and sportsmanship through organized practice sessions and team-building activities.
Coordinated logistics for competitions, including travel arrangements and equipment management.
Cultivated relationships with parents and community stakeholders to promote athletic programs.
Evaluated coaching strategies regularly to drive continuous improvement in athlete outcomes.
Teacher/Coach
FWISD
Fort Worth, Texas
08.2010 - 05.2022
Perform activities that support a team or a specific sport, such as participating in community outreach activities, and attending fundraising events.
Oversee the development and management of the sports program budget and fundraising activities.
Analyze the strengths and weaknesses of opposing teams to develop game strategies.
Coordinate travel arrangements and travel with team to away contests.
Developed relationships with new staff members, and assist existing staff members in their career development.
Create detailed lesson plans aligned with course syllabus that were differentiated by content.
Established a relationship with the parents by interacting with them before and after school, leading to higher attendance rates.
Trained and supervised new teachers.
Service Manager/ Personal Banker/Lead Teller
Wells Fargo Bank
Arlington, TX
01.2006 - 08.2010
Trained and mentored staff on best practices and customer engagement techniques.
Oversaw daily operations to ensure service excellence and customer satisfaction.
Acquire, build, deepen, and retain relationships with mass consumer customers, and small business customers.
Complete servicing transactions accurately and efficiently, which may include, maintaining a cash drawer, cash handling, and balancing.
Promote mobile solutions to customers by explaining self service mobile options and teaching them by walking them through home to complete transactions on their own.
Refer investment, retirement, mortgage, core business, non-card/line-of-credit lending for small business, home equity and student lending needs.
Developed and implemented process improvements to enhance service delivery efficiency.
Education
Master of Science - Coaching And Athletic Administration
Concordia University of Texas
Fort Worth, Texas
12-2021
Master of Education - Coaching And Athletic Administration
Concordia University of Texas
Fort Worth, Texas
12-2021
Skills
Financial services
Relationship building
Self motivation
Client Relations
Expert problem solving
Teaching strategies
Formative assessment
Feedback delivery
Teamwork and collaboration
Problem-solving
Time management
Reliability
Active listening
Adaptability and flexibility
Certification
Series 65
Series 7
Series 6
Series 63
SIE
Life and Health (TX/LA)
Timeline
Financial Professional/ Unit Manager/ Gold Mentor
Equitable
07.2023 - Current
Math Coach/ New Teacher Mentor/ Athletic Coach
Fort Worth ISD and Burleson ISD
08.2010 - 07.2023
Teacher/Coach
FWISD
08.2010 - 05.2022
Service Manager/ Personal Banker/Lead Teller
Wells Fargo Bank
01.2006 - 08.2010
Master of Science - Coaching And Athletic Administration
Concordia University of Texas
Master of Education - Coaching And Athletic Administration