Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
✨41%
Business Owner
🧨33%
Consulting
🔥25%
Startup Founder
Geos
🇨🇦8%
Canada
🇷🇴8%
Romania
🇷🇸8%
Serbia
Work Background
Owner
Financial Operations ManagementOwner
Aug. 2017United States, Fort WorthAre you spending too much time tracking your deposits, expenses, and preparing your books for taxes? Small business owners spend more than 100 hours per year keeping their books. What could you do with another two weeks in your fiscal year? You could grow your business even more, or perhaps take the vacation you have been putting off for too long. I help small business owners by helping them optimize and organize financial information and providing actionable data they can use to grow their businesses.I have the experience and the expertise to assist in cleanup of financial records, setup financial reporting systems, and running monthly financial reports so that you don't have to worry about it. With clean financial reports, you will be able to answer key questions for your business, such as: What is helping my company increase profits? How much am I really making on this project/product? What is slowing growth? Where is my money being spent? How can I improve my business? Trust me to handle your bookkeeping needs so that you can have the freedom to focus on growing your business. Connect and contact me today for a free consultation.
Financial Advisor
Waddell & ReedFinancial Advisor
Sep. 2015 - Sep. 2017Dallas/Fort Worth AreaI help each of my clients develop a personalized, comprehensive financial plan. I specialize in two main areas: 1) Spanish-speaking business owners 2) Establishment and ongoing service of group retirement plans such as 401(k) and 403(b) plans.
Financial Advisor
One American SecuritiesFinancial Advisor
Feb. 2012 - Aug. 2015Dallas/Fort Worth Area
Financial Advisor
New England FinancialFinancial Advisor
Mar. 2009 - Feb. 2012Tyler, Texas Area
Financial Advisor
A.G. Edwards & Sons, Inc. / Wachovia Securities LLCFinancial Advisor
Aug. 2007 - Mar. 2009Tyler, Texas, USA
Foreign Currency Exchange Broker
ScotiabankForeign Currency Exchange Broker
Dec. 2005 - Jul. 2007Zacatecas, Zacatecas, MexicoManaging and expanding client relations. Managing foreign currency exchange transactions for clients. FOREX market analysis and advising. Managing a FOREX branch office.
Billing and Sales Manager
ARATEL Alarmas de ZacatecasBilling and Sales Manager
Aug. 2002 - Oct. 2005Zacatecas, Zacatecas, Mexico

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Personal Pitch
Comprehensive Tutoring Services
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Service Pitch
Effortless Accounting Solutions for Startups
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