Finance & Client Relationship Management
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A confident and consultative sales professional with expertise in financial advising, consumer banking, and client acquisition. Known for being proactive, persistent, and communicative. An effective problem solver who demonstrates a high level of attention to detail and works with poise under pressure.
Possesses innate interpersonal-communication abilities and consistently delivers according to high standards by meeting or exceeding goals. A relationship-oriented advisor focused on building trust and helping clients develop cohesive strategies that allow them to focus on both their short-term and long-term goals.
Merrill Financial Solutions Advisor (MFSA) - ADP
Merrill Lynch, West Haven, Connecticut
September 2022 – December 2024
Maintaining and implementing an extensive knowledge of both investment and consumer banking products while establishing lasting connections with clients to build a long-term book of business. Core behaviors include conducting holistic goals-based planning discussions, proactively identifying and recommending investment solutions based on the client’s LTOROL, uncovering external assets, utilizing planning tools, opening business retirement accounts,
scheduling future appointments, and executing outbound calling campaigns.
Additionally, referring prospects to MLO and private bank partners, conducting
25-30 daily outbound calls, educating clients, and adhering to suitability and regulatory requirements are critical elements of this role. Leveraged the Advisor development program (ADP) to successfully pass the SIE, Series 7, and Series
Loan Simple, Englewood, Colorado
October 2020 - August 2021
Oversaw processing for third-party originated (TPO) mortgage loans ensuring efficiency and accuracy to assist the underwriting team in making timely decisions. In this remote position, daily assignments included outbound calling for employment verification purposes, client outreach regarding appraisals,
electronically organizing key loan documents, and ordering various services or reports within Encompass. Completed the SOAR training program through Xinnix.
Personal Banker II - SBS
Chase Bank, Littleton, Colorado
May 2019 - October 2020
Responsible for efficiently and accurately opening small business and consumer deposit accounts while coordinating with the branch team to assist the teller line as needed. Key activities consisted of authenticating clients,
opening deposit or credit accounts, safeguarding client assets, educating clients about mobile app features, sending referrals to the mortgage & private banking division, utilizing CRM tools to assist in client outreach, notary services,
2018-2020 - Community College of Denver - AS Business Administration (No degree Conferred)
2025 - 2026 - Community College of Denver - AA Psychology (Currently enrolled in online courses)
