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Work Background
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.
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.
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.
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.
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.
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.
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.
Powerhouse Productions Inc.Coordinator/Executive Assistant
Jul. 2010 - Dec. 2014Dallas/Fort Worth AreaManaging the schedule and communications of the CEO and owner, as well as personal errands and travel arrangements
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