Where I’ve Been
THE AWM GROUP 2010 – Present
Wealth Manager
- Advise client’s regarding their comprehensive financial lives
- Coordinate client’s legal, tax, and financial advisors
- Develop Comprehensive Financial Plans
- Member of the Penniall Investment Committee
- Series 7, Series 66, Life, Health & Variable Licensed
- Registered Representative of United Planners.
MORGAN STANLEY SMITH BARNEY 2009 – 2010
Financial Advisor
- Advise clients regarding their investment and financial plans
- Develop Financial Plans
- Series 7, Series 66, Life, Health & Variable Licensed
PROTEGE, LLC 2008 – 2009
Partner
- Consulted high school student-athletes on the college recruiting and professional processes.
- Organized and delivering college baseball recruiting seminars for business development purposes.
- Managed a portfolio of six websites. Responsibilities include identifying new revenue opportunities and online product solutions, managing and developing website content, and maintaining a good client-company relationship.
- Worked with the N.C.A.A. to ensure all consulting services and products are compliant with industry regulations.
DETROIT TIGERS & SEATTLE MARINERS 2005 – 2008
Professional Baseball Player
- Selected in the 20th round of the 2005 Amateur Draft by the Detroit Tigers
SMITH BARNEY 2007
Internship
- Built and maintained financial models to forecast performance of athletes under a variety of conditions to assess the risk associated with signing a professional contract.
- Performed market research and analysis of the Major League Baseball Draft.
- Created marketing material for prospective athlete clients in efforts to generate new business for Smith Barney.
EDUCATION
ARIZONA STATE UNIVERSITY 2003 – 2007
WP Carey School of Business – B.S. Finance
- Graduated Cum Laude
- W.P. Carey School of Business Dean’s List 2004-2007
- Council Member & Treasurer of the Student Athlete Advisory Committee
