Regional Sales Executive at The Hartford (2024-01 – Present)
- Drive regional revenue growth by managing broker and agency relationships and closing new business opportunities
- Develop and deliver comprehensive RFP proposals aligned with employer benefit strategies
- Identify client needs and structure tailored insurance and retirement benefit solutions
- Maintain and manage a strong pipeline of multi-million-dollar opportunities
- Lead open enrollment strategy, education sessions, and benefits communication initiatives
Financial Advisor at Boom Planning (2020-01 – 2024-01)
- Developed customized financial plans addressing retirement income, tax efficiency, estate planning, IRA and 401(k) strategies
- Managed full client lifecycle from discovery to implementation and annual reviews
- Increased referral-based business through educational webinars and client workshops
- Advised business owners on retirement plan design and insurance protection strategies
- Delivered holistic planning solutions focused on long-term wealth accumulation and risk mitigation
Financial Coach at eMoney Advisor (2018-01 – 2020-01)
- Increased advisor platform utilization from 60% to 99% by implementing new business procedures and training programs
- Conducted virtual financial planning software training for advisors and clients nationwide
- Assisted 100+ clients daily with planning software strategy, modeling, and reporting tools
- Strengthened advisor-client engagement through improved planning technology adoption
Wealth Client Relationship Manager at TIAA (Stanford University) (2014-01 – 2017-01)
- Instrumental in growing an advisor team book of business $100M+ AUM while maintaining 98% client retention
- Served as primary relationship manager for retirement and workplace benefit clients
- Conducted annual reviews, retirement projections, and portfolio reallocations
- Managed CRM pipeline, documentation, compliance requirements, and client communications
- Managed my advisory team to increase assets under management and client satisfaction
Regional Wealth Private Banker at Wells Fargo (2012-01 – 2014-01)
- Managed $50M AUM book, delivering integrated banking and investment strategies
- Conducted portfolio reviews, risk assessments, and cross-functional wealth planning consultations
- Exceeded sales and asset growth goals through proactive relationship development
- Trained and mentored junior bankers on relationship management and advisory best practices
Logistics Manager (Contract) at Stock Option Solutions (2017-01 – 2018-01)
- Managed 30 Fortune 500 companies' Section 6039 tax reporting projects (ESPP compliance)
- Improved operational efficiency in tax data workflows and regulatory filings
- Delivered training to clients and internal teams on compliance and equity compensation reporting
