Creative Director & Head of Strategy
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Business development professional transitioning into wealth management, with nearly 3 years of experience generating $250K+ in client partnership revenue, managing high-value relationships, and communicating clearly under pressure. Experienced in client discovery, proposal development, contract coordination, risk-conscious execution, and relationship management. Preparing for the FINRA SIE, expected July 2026.
Creative Director & Head of Strategy at Nick Wilkins (2023-05 – Present)
Producer at The Wilkins Brothers (2022-06 – 2023-05)
Bachelor of Science in Communication – Colorado State University