One Park Financial May 2019 - Mar 2020
Salesforce Administrator
Prodspace.com Feb 2019 - Apr 2019
System Administrator and Salesforce Advanced Administrator - Project Temp
Salesforce Certification and Trailhead Study 2018 - Jan 2019
Salesforce Professional
Hilltop Wealth Advisors Jan 2011 - Jan 2018
Chief Compliance Officer, Operations Manager and It Systems Administrator
Ameriprise Financial Services, Inc. Jun 2001 - Mar 2008
Independent Financial Advisory Practice - Business Owner and Financial Advisor
Education:
Suffolk University
Bachelors, Bachelor of Science In Business Administration, Bachelor of Science, Business Administration, Business Management
Skills:
Wealth Management Retirement Planning Investments Crm Financial Planning Asset Allocation Salesforce.com Salesforce.com Administration Salesforce.com Implementation Salesforce Lightning Regulatory Compliance Organization Skills Process Management Project Management Process Improvement It Management Analytical Skills Business Process Improvement Technical Support Computer Maintenance Sales Financial Services Financial Advisory Finance Mutual Funds Life Insurance Microsoft Office Google Apps Outlook Microsoft Excel Microsoft Word Multitasking Employee Training Critical Thinking Management Customer Service Team Leadership Service Orientation Cross Functional Coordination Windows System Administration Comptia A+ Compliance Regulations Orion Redtail Emoney Fidelity Wealthscape Morningstar Linkedin Microsoft Powerpoint Easily Adaptable Leadership
Interests:
Social Services Kayaking Computer Networking Traveling New Technologies Tennis
Languages:
English Spanish
Certifications:
Comptia A+ Comptia It Fundamentals Series 7 General Securities Representative License Series 66 Uniform Combined State Law License North Carolina Life, Accident and Health Insurance License Salesforce Certified Administrator Salesforce Certified Advanced Administrator Salesforce Certified Platform App Builder Comptia A+ : Covers Preventative Maintenance, Networking, Security, Installation and Troubleshooting Within Operating Systems Such As Apple, Android, Windows and More. Comptia It Fundamentals : Covers the Basic Understanding of Pc Components, Functionality and Compatibility. Comptia Financial Industry Regulatory Authority (Finra) Nasaa North Carolina Department of Insurance