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KGExperienced wealth management executive specializing in investment strategy and team leadership.
Experience
Partner, Managing Director
Snowden Lane Partners
Jan 2013 - Dec 2021 (8 years 11 months)
MLVice President, Senior Financial Advisor
Merrill Lynch
Jan 1997 - Dec 2013 (16 years 11 months)
Account Executive
Albion Group International
Jan 1994 - Dec 1997 (3 years 11 months)
DDRemote Professional/ Analytical CRM, Clientelling and Data Driven/ Luxury Sales Experienced
Experience
Client Advisor
Saint Laurent
Jul 2021 - Present (4 years 4 months)
Retail Assistant
Dubarry of Ireland
Aug 2019 - Mar 2020 (7 months)
Background Actor
Alfea Productions
AIDynamic and results-driven financial leader
Experience
Senior Manager, Internal Controls and SOX Compliance
Charles River Laboratories
Aug 2022 - Present (3 years 3 months)
Financial Director
United States Air Force
Apr 2009 - May 2021 (12 years 1 month)
TMExperienced CPA with a strong background in accounting and finance.
Experience
Senior Accountant
Free Flow Medical, Inc.
Apr 2024 - Present (1 year 7 months)
Tax Preparer
Income Tax Assistant (VITA)
Feb 2018 - Present (7 years 9 months)
EU law and policy expert specializing in human rights, security, defence, and migration.
Experience
Pre-Doctoral Researcher
General Gutiérrez Mellado University Institute (UNED)
Mar 2024 - Present (1 year 8 months)
ESPolicy Advisor (APA)
European Parliament (Office of MEP Isabel Santos - S&D)
Sep 2019 - Jul 2024 (4 years 10 months)
LMResults-driven Customer Success professional with over 10 years of experience.
Experience
Strategic Accounts Director
Augmedix
Dec 2024 - Present (11 months)
Senior Principal Customer Success Manager
Unqork
Nov 2021 - Sep 2023 (1 year 10 months)
Principal Customer Success Manager
United States200k-300k USD
Strategic finance leader driving FP&A, fundraising, and scalable financial operations.
Experience
Senior Strategic Finance Director
Hazel Health Inc.
Sep 2022 - Present (3 years 2 months)
Strategic Finance Manager
KTUnited States140k-170k USD
Strategic chief of staff with expertise in operational excellence.
Experience
Operations & HR Consultant
KLT Consultant
Apr 2024 - Jan 2025 (9 months)
Chief of Staff, Operations/HR
MVP Group Inc
FSExperienced financial advisor specializing in private markets, client relationship management, and alternative investments.
Experience
Client Solutions Associate
Private Wealth
Oct 2024 - Present (1 year 1 month)
Independent Strategy Consultant
Independent Strategy Consultant
Sep 2021 - Oct 2024 (3 years 1 month)
Certified Financial Planner with extensive wealth management experience.
Experience
Trust Officer
First Carolina Bank
Oct 2021 - Apr 2022 (6 months)
Investment Specialist
Wells Fargo Private Bank
Sep 2017 - Oct 2021 (4 years 1 month)
Financial Advisor
Northwestern Mutual
Mar 2016 - Jun 2017 (1 year 3 months)
I am an investment associate specializing in wealth management for UHNW clients, delivering tailored financial strategies.
Experience
Investment Associate
Scotia Wealth Management
Jun 2020 - Present (5 years 5 months)
Wealth Management Associate
Scotia Wealth Management
Jun 2019 - Jan 2020 (7 months)
Customer Service Representative
BMO Financial Group
Finance professional skilled in wealth management, teaching, and AI-driven content.
Experience
Wealth Management Advisor
China CITIC Bank
Jan 2023 - Jan 2025 (2 years)
Chinese Language Teacher
Gaston / Jinan University
Jan 2021 - Jan 2023 (2 years)
Freelance AI Content Creator
Talented Freelancer
PKDedicated financial professional with expertise in client relationship management.
Experience
Investment Consultant
Fidelity Investments
Apr 2024 - Jun 2024 (2 months)
Private Client Banker
KeyBank
Feb 2022 - Mar 2024 (2 years 1 month)
Financial Professional
Equitable Advisors
Mar 2021 - Feb 2022 (11 months)
Dynamic ETF Director with a proven track record in finance.
Experience
ETF Director
Hartford Funds
Jul 2023 - Mar 2025 (1 year 8 months)
Internal Advisor Consultant
Hartford Funds
Jun 2019 - Jun 2023 (4 years)
Banker Analyst
J.P. Morgan Private Bank
Jun 2018 - May 2019 (11 months)
I am an investment specialist and wealth manager delivering client portfolio growth
Experience
BIInvestment Specialist
Banco Itaú
Dec 2021 - Jun 2023 (1 year 6 months)
BSInvestment Manager
Banco Safra
Dec 2020 - Dec 2021 (1 year)
Investment Advisor
Kaza Capital
Jan 2019 - Dec 2020 (1 year 11 months)
Detail-oriented financial professional with expertise in wealth management.
Experience
Registered Client Associate
D.A. Davidson Co.
Feb 2025 - Present (9 months)
Private Wealth Associate
Bernstein Private Wealth Management
Apr 2024 - Aug 2024 (4 months)
Investment Solutions Representative
Results-driven wealth management leader improving advisor performance and operational efficiency.
Experience
Practice Management VP
Merrill Lynch Wealth Management
Jan 2022 - Present (3 years 10 months)
Wealth Management Banking Specialist
Merrill Lynch Wealth Management
Jan 2020 - Jan 2022 (2 years)
Client Associate
Wealth management professional specializing in HNI/NRI advisory, portfolio optimization, and investment solutions.
Experience
CBWealth Advisor (Intern)
Citi Bank
Jul 2025 - Sep 2025 (2 months)
IBInvestment Portfolio Manager
ICICI Bank
Feb 2022 - Jun 2024 (2 years 4 months)
Business Development Analyst
K & A Engineering Consulting, P.C.
Detail-oriented wealth management professional with client relations expertise.
Experience
Client Service Specialist
Cambria Wealth Management
Jan 2023 - Present (2 years 10 months)
Leasing Coordinator
Benderson Development
Jan 2018 - Present (7 years 10 months)
Operations Manager
CCExperienced financial planner dedicated to optimizing client investment strategies.
Experience
Financial Planner
Wall Street Alliance Group
Apr 2025 - May 2025 (1 month)
Financial Advisor, Advanced Planning Consultant
Shepherd Wealth Group
Sep 2021 - Apr 2025 (3 years 7 months)
Financial Representative, Agent
Sep 2019 - Dec 2019 (3 months)
Background Actor
Gaslight Productions
Oct 2018 - Oct 2018 (0 months)
Tax Preparer
John Keegan Income Tax Services
Jan 2025 - Present (10 months)
Senior Accountant
Frank, Rimerman + Co. LLP
Apr 2022 - Present (3 years 7 months)
Accounting Consultant
Free Flow Medical, Inc.
Jun 2019 - Present (6 years 5 months)
Legal Consultant
Sousa Mendes Foundation
Jun 2018 - Apr 2019 (10 months)
Legal Advocacy Consultant
BADIL Resource Center
Feb 2018 - Apr 2018 (2 months)
Legal Officer
Portuguese Refugee Council
Jul 2017 - Jan 2018 (6 months)
Qualtrics
Jul 2020 - Nov 2021 (1 year 4 months)
Manager - Management Consultant
Cognizant
Jul 2018 - Jul 2020 (2 years)
Senior Consultant - Management Consultant
Deloitte
Mar 2015 - Jul 2018 (3 years 4 months)
Panorama Education Inc.
Apr 2021 - Sep 2022 (1 year 5 months)
EYStrategy & Transactions Senior Consultant
Ernst & Young
Aug 2019 - Apr 2021 (1 year 8 months)
Investment Associate
Stewart Capital Advisors
May 2015 - May 2018 (3 years)
Apr 2020 - Jan 2024 (3 years 9 months)
Manager, Client/SubContractor Relations
Data Analysis & Results
Jan 2018 - Dec 2020 (2 years 11 months)
IT Account Research MBA Internship
Align Capital
Jan 2017 - Dec 2018 (1 year 11 months)
Manager, Webstore/Marketing
Teddies for Bettys
Jan 2013 - Dec 2015 (2 years 11 months)
Client Relationship Manager
CG24 Group
May 2022 - Dec 2022 (7 months)
Financial Analyst (Contract)
Deloitte AG
May 2019 - Aug 2019 (3 months)
Associate Consultant
VZ VermögensZentrum
Dec 2016 - Sep 2018 (1 year 9 months)
Branch Office Administrator
Edward Jones
Nov 2013 - Dec 2015 (2 years 1 month)
Jun 2018 - Dec 2018 (6 months)
GTP Investment Management Summer Analyst
UBS Wealth Management Americas
Jun 2017 - Aug 2017 (2 months)
Global Wealth Management Summer Analyst
Bank of America Merrill Lynch
May 2016 - Aug 2016 (3 months)
Managing Partner
LHx (Blue3)
Sep 2018 - Jan 2020 (1 year 4 months)
Fidelity Investments
Jul 2023 - Mar 2024 (8 months)
Wealth Planning Associate
UBS Private Wealth Management (WM)
Aug 2021 - Mar 2023 (1 year 7 months)
Know Your Customer (KYC) Analyst
UBS
Mar 2020 - Jul 2021 (1 year 4 months)
Merrill Lynch Wealth Management
Jan 2017 - Jan 2020 (3 years)
WFPersonal Banker
Wells Fargo
Jan 2015 - Jan 2017 (2 years)
Internet Sales Director
Dick Dyer Toyota
Jan 2013 - Jan 2015 (2 years)
May 2021 - Jul 2021 (2 months)
Financial Analyst Intern
Millennium Bank
Oct 2019 - Jun 2020 (8 months)
Advantage Solutions
Jan 2011 - Present (14 years 10 months)
Branch Analyst
Colonial Bank
Jan 2007 - Present (18 years 10 months)
Integrity Advisors Pension Consultants, Inc
Sep 2020 - Sep 2021 (1 year)
Financial Representative
Northwestern Mutual
May 2020 - Oct 2020 (5 months)
Wealth Management Intern
Morgan Stanley
Sep 2018 - Dec 2018 (3 months)
