Greenwing Wealth Management, San Antonio, Texas
Vice President of Wealth Management, December 2021 – June 2023
- Partnered in the growth of a startup wealth management firm that began with zero assets under management and grew to $30 million in less than two years.
- Developed comprehensive financial strategies tailored to the unique needs and goals of high-net-worth individuals, resulting in wealth preservation and growth.
- Collaborated with portfolio managers, analysts, and legal/compliance professionals, to ensure compliance with regulatory standards and deliver integrated wealth management solutions.
- Managed daily business operations and a multi-channel sales pipeline, ensuring timely completion of tasks to optimize efficiency and productivity.
United States Army
Field Artillery Officer, April 2018- December 2021
- Demonstrated exceptional leadership skill, effectively managing and leading teams of soldiers in high-stress and dynamic environments.
- Fostered a culture of teamwork, discipline, and professionalism, ensuring a cohesive and motivated unit that consistently achieved mission objectives.
- During a deployment to Iraq, effectively communicated and coordinated with various stakeholders, including superiors, subordinates, and allied forces, to achieve operational objectives and maintain positive relationshipswith host-nation military leaders.
Capital Group/American Funds, San Antonio, Texas
Internal Wholesaler, September 2015 – November 2017
- Developed and executed strategies to expand market share, resulting in a 20% increase in sales volume in the Miami Financial Conglomerates territory.
- Provided comprehensive product training to financial advisors, enabling them to effectively position investment offerings and drive sales growth.
- Won 1st place for best sales presentation at the 2017 National Sales Conference.
Ameriprise Financial, Vancouver, Washington
Financial Advisor, December 2014 – September 2015
- Developed comprehensive financial plans for clients, considering their short-term and long-term goals, risk tolerance, and financial constraints.
- Actively sought new business opportunities and generated leads through networking, referrals, and participation in industry events, consistently expanding the client base
