Financial services and operations leader
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Financial services and operations leader with a B.S. in Economics, graduate study in Financial Planning, and a career spanning securities operations, consultative sales, compliance, and team leadership across banking, military, and enterprise environments. U.S. Army veteran with a consistent record of driving measurable improvements in accuracy, efficiency, and service delivery in high-accountability settings.
Sales Consultant, Assistant Manager & Management Trainee - Enterprise Mobility - Killeen, TX
(2024-01 - 2026-12)
Guide customers through high-value purchase and rental decisions by identifying needs, options, and resolving concerns.
Senior Data Operations Manager - U.S. Army - Fort Wainwright, AK
(2020-12 - 2024-07)
IT Operations Supervisor - U.S. Army - Fort Cavazos, TX
(2016-10 - 2020-12)
Securities Operations Specialist - U.S. Bancorp - Milwaukee, WI
(2013-01 - 2015-12)
Investment Banking Research Intern - A.G. Edwards & Sons - Chicago, IL
M.S. - Financial Planning, Financial Life Planning - Golden Gate University
Bachelor of Science - Economics - University of Wisconsin-Madison (2012-12)