Use thorough analytics to uncover potentially devastating financial catastrophes in my client's personal finances as a Financial Representative.
Implement unique wealth building strategies to aid my clients in mitigating these problems in the most efficient manner possible.
Give clients a fresh holistic perspective of their financial picture.
Financial RepresentativeJan 2014 to Current Triad | Wealth Systems － St. Louis, Mo
Rebuilt Corrosion Control work center from the ground up with minimal guidance as a Sergeant of Marines.
Diagnosed multiple tasks and discrepancies as a shop supervisor and accomplished each task in an orderly and timely manner.
Organization Construct and organize case files for partner attorneys as a Legal Intern.
Reconstruct and organize three years' worth of old and current case files to enhance firm efficiency and organization.
File legal documents at multiple court houses and prepare traffic tickets for each client's respective lawyer.
Keep detailed notes and organize documents for each client as a Legal Intern and Financial Representative.
Teamwork Coordinate with other Shop Supervisors and Maintenance Control in order to insure maintenance tasks are accomplished in a timely and efficient manner as a Marine/Shop Supervisor.
Train those within the Emergency Reclamation Team to work well together to insure everyone's health and safety while working within a crash site.
Work closely with other Marines within my shop hierarchy to handle given maintenance tasks.
Team up with a number of students with various backgrounds to accomplish assigned academic projects as an Undergraduate and Graduate Student.
Leadership Manage and develop Marines to become exceptional workers and individuals.
Train marines on the various aircraft systems as well as the safety hazards and preventions involved within the work area.
Manage day-to-day operations of the Airframe Corrosion Control work center.
Take initiative within academic projects and delegate duties among group members in a manner that accommodates everyone's strengths and weaknesses.
Other Competencies Presentation Conduct multiple group and solo presentations as a Marine and Student.
Completed Public Speaking course with highest possible grade.
Administration Create Excel time-sheets to track hours and organize case files as a Legal Intern.
Took multiple Excel-Based courses as an Undergraduate and Graduate Student which included using VLOOKUP, Pivot Tables, Goal Seek and other functions.
Bank TellerDec 2012 to Oct 2013 Commerce Bank － St. Charles, Mo
Legal InternMay 2012 to Aug 2012 Witzel, Kanzler, Dimmitt, Kenny, LLC － St. Louis, Mo
Sergeant- Airframes Structural Mechanic and Hydraulics TechnicianSep 2006 to Aug 2011 United States Marine Corps － Cherry Point, NC
College/University: Lindenwood University － St. Charles, MO
BS, Business Administration5 2014GPA: GPA: 3.60Business Administration GPA: 3.60
MBA, Finance5 2015Finance
Lean Six Sigma Yellow Belt Certification Accident, Health and Life License (MO) Graduated Corporal's Leadership development course. Awarded Navy and Marine Corps Achievement Medal for excellent performance. Received a Certificate of Commendation for duties during Afghanistan deployment.
academic, client, Financial, Leadership, Leadership development, Legal, notes, Excel, Navy, presentations, Public Speaking, safety, Six Sigma, Supervisor, Tables, Teamwork
Additional: Good Conduct Medal, Afghanistan Campaign Medal, Humanitarian Service Medal, Global War on Terrorism Service Medal, Global War on Terrorism Expeditionary Medal, National Defense Medal, NATO (ISAF) Medal, Sea Service Deployment Ribbon.
College/University: Lindenwood University
Job Titles Held:
Sergeant- Airframes Structural Mechanic and Hydraulics Technician
Undergraduate BS , Business Administration 5 2014 Graduate MBA , Finance 5 2015 Lean Six Sigma Yellow Belt Certification Accident, Health and Life License (MO) Graduated Corporal's Leadership development course. Awarded Navy and Marine Corps Achievement Medal for excellent performance. Received a Certificate of Commendation for duties during Afghanistan deployment.
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