Well-versed professional displaying team collaboration, adaptability, time management, and a strong work ethic . I am committed to be coachable and having the ability to adapt to a new career and environment with a well-rounded company and like minded individuals.
Overview
4
4
years of professional experience
Work History
Financial Educator
World Financial Group
02.2022 - Current
As a seasoned financial educator, I take a thoughtful, holistic approach to financial planning, designing long-term strategies tailored to my client’s unique needs and goals
I aim to provide education, insights, and options that empower them to make informed decisions to protect and grow their wealth
I see my role as collaborating with my clients to build a customized financial framework focused on stability, security, and sustaining their lifestyle into the future
Just as an architect designs a sturdy structure, I leverage my expertise across various financial vehicles to construct a plan for my client’s prosperity and legacy.
Fall Safety Specialist
LJB INC
05.2023 - 09.2023
At this summer job with an engineering firm in Houston, I specialized in Fall Safety
My job included traveling to different cities around the U.S., including Boston, Minneapolis, Pittsburgh, Philadelphia, etc., and installing fall protection equipment around the job site
This job enhanced my coachability as I had never stepped into this realm of work until this job, and by the end, I knew the ins and outs of the jobs I was partaking in
Also, my teamwork got better as well as I was working hand hand with the same guys for 10-14 hours daily until the job was complete some weeks working 60+ hours.
Server
Texas Roadhouse
05.2021 - 06.2022
As a server, I diligently committed the menu details to memory, enabling me to assist customers effectively and guide them toward the most suitable food choices
My primary objective was to ensure that every customer left our establishment happier than when they arrived.
Team Sports Associate/ Freight
Academy Sports and Outdoors
03.2020 - 05.2021
As a Team Sports Associate, it was my job to navigate my section of the store and memorize it so that when customers were looking for products I could escort them to that item
On top of that, I had to learn about new products coming in and out of the store some that I had never heard of.
As a Freight Associate, it was my duty to get to the store at 4 am to unload the truck put the products on pallets, and then navigate the store and put them in the correct spot
I was constantly unloading 50-100-pound boxes daily
One of the hardest parts of the job was getting on 20-foot A-frame ladders to put the bikes on the top shelves.
Education
High School Diploma -
Katy High School
05-2020
Some College (No Degree) - Finance
Lonestar Community College
Houston
Skills
Coachable
Communication
Time Management
Team-player
Adaptability
Accomplishments
PALS: In High School, I was able to get accepted into an organization known as PALS. PALS is where High School Juniors and Seniors go to Elementary and Middle Schools Monday through Thursday and meet with less fortunate kids or kids that just needed a friend. I am honored to say that I was in the organization both years and got to help change the lives of 8 kids across my two years. To this day my time in PALS is still one of my favorite chapters of my life.
Senior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial AdvisorsSenior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial Advisors