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Work Background
Owner
Linked Financial SolutionsOwner
Nov. 2024Colorado Springs, Colorado, United StatesI help business owners start, review, and maintain their books and records. I provide full-service accounting options for businesses including tax preparation. I do full financial analysis in forecasting, budgeting, creating KPI and building dashboards.
Merrill Financial Solutions Advisor
Merrill LynchMerrill Financial Solutions Advisor
Jun. 2023 - Dec. 2024United States
Financial Solutions Advisor
Bank of America Merrill LynchFinancial Solutions Advisor
Aug. 2022 - Jun. 2023Colorado Springs, Colorado, United States
Relationship Banker
Wells FargoRelationship Banker
Sep. 2021 - Aug. 2022Colorado Springs, Colorado, United States
Personal Banker 2
Wells FargoPersonal Banker 2
Jul. 2019 - Sep. 2021
Roving Resource Banker
Wells FargoRoving Resource Banker
Apr. 2018 - Jul. 2019
Personal Banker
Wells FargoPersonal Banker
Jun. 2015 - Apr. 2018Colorado Springs, ColoradoProviding excellent customer service, regularly reaching sales goals and providing people with better financial management.

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