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Work Background
Financial Advisor
Prudential FinancialFinancial Advisor
Jul. 2024 Create comprehensive financial plans for clients based on their individual goals and needs.  Investment strategies, asset allocation, and risk management.  Clients with estate planning, tax optimization, and wealth preservation strategies. Create strong client relationships through effective communication and personalized financial advice. Stay on financial market trends and regulatory changes to provide informed recommendations.
Financial Advisor
Northwestern MutualFinancial Advisor
Jun. 2020 - Jul. 2024Des Moines Metropolitan Area Helping people to achieve their goals and dreams to have the best possible life for their families.  Create comprehensive plans that are custom to each need.  Investment Strategy.  Planning for retirement and what comes next.  Helping to leave generational wealth.  Education planning and strategy.  Internship management and leadership.
Director Of Accounts
INNOVATX EventsDirector Of Accounts
Dec. 2018 - Jun. 2020Austin, Texas, United States Build relationships with hotel partners, CVB, corporate clients, and 3rd parties.  Write proposals based on customer needs by defined deadlines and develop budgets.  Oversee events from initial inquiry through post-program evaluation, ensuring client success.  Define event objectives and program budgets, target profitability, and maintain key vendor relationships.  Provide efficient onsite event strategy/operations during the program operation.
Event Manager
George P Johnson Experience MarketingEvent Manager
Nov. 2017 - Dec. 2018Austin, Texas, United States Develop and pilot project timelines and budgets.  Provide onsite support.  Organized event service deliverables, including liaison and venue strategy.  Placement of service orders and processing of financial information.  Fabrication and event design services.  Preparation and distribution of detailed pre-event communications.
Event Logistics Manager
George P Johnson Experience MarketingEvent Logistics Manager
May. 2016 - Nov. 2017Austin, Texas Guided the planning and execution of 20+ events with various budget allotments.  Coordinates and orchestrates logistics for trade shows, business meetings, road shows, and more.  Communicated with both client and agency event teams to ensure budget accuracy, deadlines, and deliverables.  Provided onsite execution at events, managing coordination with the venue.  Advises clients on strategic and innovative event marketing practices.  Accurate contract supervision.
Account Manager
Fifth Street DMCAccount Manager
Nov. 2015 - May. 2016Austin, Texas Unique events and client experiences.  Develop, plan, and sell private events, destination packages, and corporate events.  Establish sales objectives by creating a sales plan and quotas.  Continually grow relationships with current and new clients.  Accurate contract cultivation.  Building budgets, service schedules, quotes, and legal agreements.  Guide clients to create an experience, not just another event.
Senior Project Coordinator
Kennedy Creative EventsSenior Project Coordinator
Dec. 2014 - Nov. 2015Austin, Texas, United States Produce and help coordinate the variables of onsite functions such as staff, vendors, and location services.  Process vendor orders, invoices, and logistics.  Create production schedules, contact sheets, layouts, and itineraries for multiple projects simultaneously.  Supervised intern program, both hiring and overseeing daily tasks.
Coordinator/Executive Assistant
Powerhouse Productions Inc.Coordinator/Executive Assistant
Jul. 2010 - Dec. 2014Dallas/Fort Worth AreaManaging the schedule and communications of the CEO and owner, as well as personal errands and travel arrangements
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