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Work Background
Cetera Financial GroupOperations, Communications & Change Manager
Jul. 2024 - Jul. 2025Dallas, Texas, United States
AvantaxDirector Change Management
Jan. 2023 - Jul. 2024Dallas, Texas, United StatesCertified Change Management Specialist -Develop and launch change management strategies at Avantax. -Assess, plan and implement changes within the firm. -Coordinate change activities and develop solutions with Leadership to support Financial Professionals, Stakeholders, and employee adoption of change.
BlucoraDirector Change Management
Nov. 2022 - Jan. 2023Dallas, TXDevelop and launch change management strategies at Blucora. Assess, plan and implement changes in Avantax Wealth Management and Avantax Planning Partners. Coordinate strategies and develop solutions with Leadership to support Financial Professionals, Stakeholders, and employee adoption of change.
BlucoraPrincipal Project Manager
Mar. 2022 - Nov. 2022Dallas, Texas
BlucoraSenior Project Manager
Jan. 2018 - May. 2022Dallas, TXGrowth background: Contract to full-time 2010-2012, Project Manager 2012 and promoted to Senior Project Manager in 2018 leading large project management efforts. Project management experience includes both business and IT efforts as follows: clearing firm change, broker dealer mergers (including firm name change and regulatory practices under a public company umbrella), financial professional compensation, product pricing, regulatory and compliance, Office365 migration, and organization of COVID communications for the firm. Led the first effort and completed the project coordinating business leads and opportunities within Avantax Planning Partners, Avantax Wealth Management and TaxAct.
Avantax Wealth Management℠Avantax Advisor
Mar. 2012 - Jul. 2024Irving, TXSeries 7, 66 and 63 licensed advisor
HD Vest Financial ServicesProject Manager
Jan. 2012 - Jan. 2018Irving, TexasResponsible for project management using Agile methodology for information technology project efforts. Hold scrum meetings to commit team to story finalization/delivered product. Serve as facilitator to promote business improvement and innovation through strategic initiative portfolio administration, business process improvement, program management and new vendor engagement. Project management IT and business experience includes clearing firm changes, communications, 1040 Analyst, social media, compensation, advisory product, internal systems updates, vendor management, contract and RFI reviews, regulatory changes and more.
ATR InternationalOperations Project Manager
Sep. 2010 - Jan. 2012Irving, TexasAchieved operational project objectives in merger to Wells Fargo brokerage platform and conversion to First Clearing LLC clearing platform. Prepared and completed project plans; implemented items in production, resolved problems; determined system improvements; implemented changes in systems and responsible for communication materials for HD Vest Advisors.
BlackRockVice President Retirement Specialist, DCIO
Apr. 2007 - Mar. 2009Provided dedicated services to Financial Professionals in all wirehouses in for Defined Contribution, Defined Benefit, IRA and 529 Pans with main focus on Defined Contribution Investment Sales for BlackRock. Responsible for large territory of financial professionals and for assisting with plan design, investment menu and retirement plan expertise.
EmpowerClient Relationship Manager
Sep. 2004 - Apr. 2007Provided dedicated client relationship management for Great-West Corporate 401(k) blocks of business in Texas and Oklahoma.
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