My relationship with Finance started when I declared it as my major while I was still a student-athlete. From day one, I hit the classroom hard to begin becoming a subject-matter expert. My first official 'gig' in finance was an internship with one of the largest life insurance providers in the country.
I am incredibly grateful for the opportunities the financial services industry has brought me so far.
Up to this point, I've had the honor and privilege of serving as a financial advisor and planner on one of the most successful organizations on Wall Street. I've had the pleasure of serving hundreds of individuals, by providing them with first-class investment advisory and planning services.
I've also provided financial literacy and investment education in both English and Spanish to employees of some of the top corporations in the United States.
Before transitioning from my role in wealth management, I was responsible for over $20 million in assets under management, and a full book of business.
While I highly valued my role with the firm, I decided to move on professionally in order to have the ability to share the knowledge and experience I've gained in a public manner.
I am now in a non-advisory role for another North American Financial Services firm. It is my goal to keep growing professionally so I can continue to share knowledge and information backed by academic and professional foundations.
I'm a fully licensed securities professional with the following accreditation and licenses:
-Chartered Retirement Planning Counselor
-Life and Health/Variable Products