Work Experience
WELLS FARGO ADVISOR, Milwaukee, WI
Senior Financial Advisor - (August 2020 - Present)
- Deliver financial advice to clients, proposing strategies to achieve
short- and long-term objectives for investments.
- Develop, review, and optimize investment portfolios for 300+ high value
clients with over 190M AUM (Assets Under Management).
SUNTRUST INVESTMENT SERVICE, INC., New Orleans, LA
Financial Advisor - (July 2017 - August 2020)
- Served as knowledgeable financial advisor to clients, managing an over
$20.75M investment portfolio of 90+ individual and corporate clients.
- Devised and applied a new training and accountability program that increased
productivity from #10 to #3 in the region in less than 2 year period.