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Work Background
Nyfty Wealth ManagementChief Executive Officer
Oct. 2022Phoenix, Arizona, United StatesManaging Partner, Tesseract Financial At Tesseract Financial, my journey through the complexities of the financial markets has led us to a pioneering strategy: Hybrid Investing. Here’s the essence of our approach: Hybrid Investment Strategy: Combining the stability of real estate with the growth potential of equities, offering investors a balanced approach to wealth generation.
Ethical Investment Practices: Prioritizing investments that not only promise returns but also positively impact communities and adhere to ethical standards.
Advanced Market Analysis: Leveraging my deep understanding of chart analysis to inform our equity investment decisions, maximizing potential returns.
In 2024, we're inviting investors to explore the unique opportunities our hybrid investing strategy presents. Looking to diversify your portfolio with a blend of real estate and equities? Let’s dive deeper. Schedule a call: link in my profile!
Libertas Real EstateReal Estate Sales
Jan. 2019
SigFigDirector of Operations
Mar. 2014 - Dec. 2019
Financial EnginesSenior Manager
Jan. 2011 - Mar. 2014Phoenix, Arizona Area- Manages teams who ensure all incoming data is in good delivery and properly reflected on internal systems - Provides technical support to various teams across the company for business problems - Solves critical business problems in a timely and efficient fashion - Designs and implements new processes to create efficiencies across numerous business units - Works with cross functional teams to solve both short term and long term problems for cutting costs and resources - Mentors employees to provide career growth and opportunities
Financial EnginesTeam Manager
Jan. 2007 - Dec. 2011Phoenix, Arizona Area- Designed, built and developed tools to increase internal efficiency - Handled internal business reporting and designed reporting solutions to help other business units find efficiencies and run their business - Built new reporting functions, designed the next generation of self-service reporting tools, solved critical business problems and helped teams accomplish their goals
Financial EnginesOperations Manager
Jan. 2004 - Dec. 2007Phoenix, Arizona Area- Built and managed program processes for various partners and provided support to help reach their revenue goals using the service - Trained new employees while building and furthering relations with both internal and external partners - Built new processes then continuously improved them along the way - Worked with the client services team to strategize new implementations with external partners - Trained and mentored new employees on best practices
Charles SchwabTeam Manager
Jan. 2003 - Dec. 2004Phoenix, Arizona Area- Developed teams that were responsible for application implementations and task efficiency - Created new ideas on how to maximize resource output and cut costs within manual processes - Worked with cross-functional teams to create new applications which assisted reps in doing better jobs - Handled troubleshooting for critical business issues and helped design solutions to improve client satisfaction
Charles SchwabTeam Leader
Jan. 2002 - Dec. 2003Phoenix, Arizona Area- Resolved escalated situations within the team - Solved critical business issues in conjunction with the team manager - Assisted the team manager with escalation requests
Charles SchwabMargins Analyst
Jan. 1997 - Dec. 2002Phoenix, Arizona Area- Enforced regulations and mitigated risk - Developed an automated database designed to review accounts for regulation infractions and transferred funds as needed to maintain regulatory compliance
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