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Work Background
Self-employedStrategic Accounts Advisor
Jul. 2023Hybrid- Identify market/new-client and existing-client opportunities along with advertising and marketing strategy
- Assess company culture for strengths and weaknesses and iterate on culture-improvement plans
- Identify actions to drive change in internal operations for improved productivity and efficiency
- Teach problem-solving skills and foster the shift to a growth mentality with solution-oriented forward thinking - Evaluate risk/reward for specific client scenarios and align goals and strategy with execution - Surface and reconcile real versus perceived goals and strategies (at the corporate and individual levels)
- Workshop the success metrics that matter
Michael PageProperty and Construction Recruitment Consultant
Oct. 2022 - Jul. 2023New York, New York, United States- Develop business and candidate relationships
- Manage the interview process from pre-screening through job offer and beyond - Educate clients and candidates as an expert on current market conditions - Negotiate salaries on behalf of candidates and clients - Generate revenue for successfully placing candidates at clients' open roles
Delaware Valley Advisors, LLCFinancial Professional at Delaware Valley Advisors, LLC
Jun. 2021 - Oct. 2022Huntingdon Valley, Pennsylvania, United States- Offer securities and investment advisory services through Securian Financial Services, Inc.
- Guide clients in aligning their financial decisions with their dreams and core values, helping them to increase their potential to create, multiply, enjoy and transfer more wealth
- Take a client-centric team approach to to provide creative and appropriate long term strategies for clients
- Specialize in Risk Management, Retirement Income Strategies, Financial Planning, Investment and Portfolio Managements, Family Wealth Counseling, Business Problem-Solving, Employee Benefits, Business Transition and Continuation Strategies
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