Oct 2021 – Jul 2022 · 9 mos · Charlotte, North Carolina, United States

• The financial professionals with Know My Plan are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Know My Plan and Independence Advisor Alliance are separate entities from LPL Financial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with Know My Plan may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

May 2021 – Sep 2021 · 4 mos · Charlotte, North Carolina, United States

Mar 2021 – May 2021 · 2 mos

Apr 2019 – Mar 2021 · 1 yr 11 mos

Jan 2017 – Jan 2019 · 2 yrs · Fort Mill, South Carolina

• Achieved 110% of annual Assets Under Management goal for 2017 and 115% of goal for 2018
• Retained and onboarded National Planning Holdings Advisors in one of largest acquisition deals in broker/dealer history
• Collaborated across all internal departments including business development, technology and research to lead successful home
• office meetings and dinners for recruitment diligence trips
• Managed a hotlist of 100 to 150 candidates in the pipeline with up to 30 calls a day, maintaining all documentation in Salesforce
• Managed large enterprise relationships for successful recruiting wins

Jun 2015 – Dec 2016 · 1 yr 6 mos · Charlotte Metro

• Provided sales and service to Financial Advisors from firms including Merrill Lynch, JP Morgan, Wells Fargo and Edward Jones
• Led several presentations on Modern Portfolio Theory and the Efficient Frontier, as well as group product presentations
• Received extensive depth of Annuity product training of MetLife’s annuity suite

Jul 2014 – Jun 2015 · 11 mos · Charlotte, North Carolina

• Utilized advanced selling tactics and tools to achieve client buy-in for concepts such as purchasing coverage, Disability Income and
• Life Insurance in Human Life Value, as well as using Whole Life as a proxy to bonds in an investment portfolio
• Led prospective clients and maintained current client relationships through the Consolidated Planning consultative sales process
• Sourced clients through a variety of prospecting methods including referrals and networking

Apr 2013 – Dec 2013 · 8 mos · Charlotte, North Carolina

• • Prospected new clients through networking, telemarketing and cold calling to sell customized service/product solutions

Jan 2013 – Jun 2014 · 1 yr 5 mos · Charlotte, North Carolina

• Achieved first year goal of writing 50 Life policies (firm did not sell disability insurance)
• Established diverse client referral base in rural North Carolina and successfully reestablished dormant house account relationships

Dec 2010 – Apr 2013 · 2 yrs 4 mos

Jan 2005 – Jan 2010 · 5 yrs

• Led group training for 30 to 45 team members on various topics from alcohol training to electrical safety
• Maintained safety and security for unit of 30 officers and 2000 acres of land as Officer of the Day in a 1 in 8 watch cycle
• Serviced electronic testing equipment and conducted preventative maintenance on transmitters, receivers and antennas