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Work Background
HEALED WOMEN HEALChief Financial Officer
Nov. 2024Dedicated to empowering women and fostering community healing, I oversee financial strategy and operations for this impactful nonprofit. By ensuring financial sustainability and accountability, I help drive our mission to create lasting change for women and their families.
Biz2CreditFunding Specialist
Dec. 2020 - Dec. 2021New York, New York, United States
Northwestern MutualFinancial Advisor
Sep. 2020 - Dec. 2020Boston, Massachusetts, United StatesCommitted to securing every individual’s immediate and long-term financial goals. Helping clients secure their financial future by providing a balanced combination of professional investment management and personalized financial planning.
Business Rise CapitalChief Executive Officer
Oct. 2019Los Angeles County, California, United States• Provided business owners with strategic guidance on funding, marketing, and tax assistance to drive growth and expansion.
• Leveraged grant writing and federal contracts to secure funding for clients, resulting in increased revenue and business opportunities.
R Fab SolutionsBusiness Owner
Oct. 2019 - Dec. 2024
BGCCommercial Loan Administrator
Aug. 2019 - Dec. 2024Andover, MassachusettsCompleted an average of 200 daily outbound calls generating 5-10 new applications. Monitored
market conditions, product innovations, and competitor activity, and adjusted the account sales
approach to address the latest market developments.
● Answered customers’ questions about product prices, availability, and credit terms. Delivered
exceptional account service to strengthen customer loyalty.
Insurance BrokerInsurance Broker
Feb. 2016Tampa/St. Petersburg, Florida AreaBuild and maintain a client base; keep clients informed about products and services for, but not limited to, life and health insurance, retirement plans and annuities.
Provide knowledgeable financial guidance to clients to ensure that their retirement is customized to their financial needs
Aid the underwriter in assessing risk by evaluating all factors using detailed information from prospective to help minimize loss.
Follow through with underwriting to be sure that client applications are being processed in an effective and timely manner
Maintain contact with existing clients on an ongoing basis to determine whether their financial needs have changed.
Cold call potential clients based on acquired leads, client referrals and web inquiries.
Educated in products and services for retirement and money management in the changing economy
Peru Service LearningExecutive Assistant
Feb. 2012 - May. 2016Lowell, MassachusettsA program dedicated to design solar panels, construction of energy efficient buildings, water purification systems, and engage in community rapport. • Improved marketing procedures for exceeding donation quota. Successfully expanded donor account base from 30 to more than 50 accounts. • Demonstrated projects for new business in local and regional territories for donations and sponsorships. • Assisted in effectively developing an easily read manual for hospital personnel and doctors • Responsible for translating from English to Spanish, lateral flow medical procedures for doctors in hospitals located in rural areas. Assisted in the designs, construction, and financial marketing for large projects dedicated in water purification systems.
First Realty ManagementAssistant Property Manager/ Marketing Specialist
Feb. 2012 - Sep. 2013Lawrence, MassachusettsA full-service property management to residential, condominium and commercial clients for over 50 years, while providing a special insight to assist with everyday responsibilities and special projects. • Improved marketing outreach to reach rental goal for new properties. • Conducted financial analysis with developing plan to rent out empty properties in record time. • Responsible for effectively computing, classifying and recording numerical data to keep financial records to complete while assisting with the leasing, marketing, and resident relations for the community. Performed routine calculating, posting and verifying duties to make payments to vendors, process resident rental payments, anti-money laundering procedures and obtain primary financial data to maintain property accounting records.
Pioneers Catalyst ProgramFounder
Jun. 2011 - Sep. 2014Massachusetts• Improved retention rates and had 100% college entrance from students in the program • Effectively developed a more targeted solution in finding possible causes for poor grades. • Responsible for overseeing the progress of 15 youth between the ages of 12-18 and target the subjects or areas of each student. Develop individual performance plans for each student. Responsible for fundraising, marketing, and youth outreach.
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