Curriculum Vetai
I’ll do my best to keep this updated with my exploits and adventures into the working world. I’ll keep this filtered only to jobs or careers I had that I actually earned a net profit from or learned something valuable from (eg. schooling, coursework) I only intend this to be used for background to help with getting to know me a bit better and perhaps filling in some gaps with certain directions or article topics.
Experience
National Support Consultant
Company: TD Ameritrade
Dates Employed: December 2018-Present
Location: St. Louis, MO
Trader 2-Options/Futures/Forex
Company: TD Ameritrade
Dates Employed: February 2018 – December 2018
Location: Greater St. Louis Area
- Hired as result of TD Ameritrade buyout of Scottrade
Derivatives Trader
Company: NL Trading LLC
Dates Employed February 2016 – Present
Location: Kansas City
- Manage personal assets as a swing trader in the Foreign Exchange markets.
- Currently utilize technical analysis to trade 20 pairs with a high degree of success. (30%+)
Active Trader
Company: Scottrade
Dates Employed January 2017 – February 2018
Location: Greater St. Louis Area
- I work with our most active Equity and Options traders to educate and enhance their trading experience.
Centered Client Alignment Executive
Company: Netsmart Technologies
Dates Employed: January 2016 – June 2016
Location: Leawood, KS
- Responsible for the health and future of 40 Behavioral health clients with revenue under $25mm.
- Management of client expectations and current project timelines.
- Engaged proactively with client initiatives to provide exceeding levels of support and customer service.
- Responsible for radically improved client health and 30% reduction in back A/R, despite a client book 40% larger than my peers.
- Increased Client adoption of additional product lines and Netsmart services.
- Developed deep relationships with my clients, brought some back from the brink, and even developed new dealings with clients who hadn’t spoken with anyone in 2 years.
Financial Advisor/Client Relationship Manager
Company: Frazier DeCamp Financial
Dates Employed: February 2014 – January 2016
Location: Kansas City, Missouri Area
- Increased efficiency and depth of relationships via proposed technology changes allowing focused growth in the arena of employer sponsored plans, personal financial advice and employee retention.
- Managed employee enrollment, service requests and yearly education for employer sponsored plans.
- Proposed and implemented new financial planning and Practice Management software. (E-Money) resulting in instant client gratitude and uncovering $6MM in potential new business. (First Quarter)
- Supervised and Developed monthly client workshops and client appreciation events.
- Increased share of client wallets, additional lines of business and dramatic increase in referrals.
- Influenced new marketing proposal for the firm, led implementation, increased presence on social media (200%)
Corporate Account Manager
Company: Mayfield Medical Services
Dates Employed: January 2013 – February 2014
Location: Kansas City, Missouri Area
- Developed new B2B, and cultivated Client relationships in a four-state territory.
- Developed and implemented innovative techniques to sell service contracts, preventative maintenance programs, calibrations and safety inspections; increasing current relationships and depths of new markets and territories.
- Developed new state territories and future marketing proposal. (Total redesign of all marketing handouts)
- Successfully implemented lead proposal system which increased revenue by 30% in assigned territory.
- Increased Efficiency and utilization of MS Outlook CRM (increased referrals and referral tracking)
- New lead proposal system enabled me to achieve 130% of Yearly sales goal.
Financial Advisor
Company: AXA Advisors
Dates Employed: November 2011 – December 2012
Location: Clayton, MO
- Financial Advisor – Developed a personal financial planning practice to meet individual client needs for a leading financial services firm offering financial, business, retirement & estate planning, life insurance, annuities and mutual funds.
- Sold a portfolio of insurance and securities products including stock, bonds, and mutual funds.
- Built a productive client base through cold-calling, lead generation and other prospecting techniques and methods.
- Assisted in generating $600,000 in assets and an additional $1 million in insurance. See less
Customer Service / Sales Associate
Company: Batteries Plus
Dates Employed: October 2010 – July 2011
Location: Columbia, Missouri
- Participated in retail and commercial sales activities, offered exceptional customer service, assisted in battery repair, building, and install; opened, closed and ran store operations solo after just four weeks.
Customer Service / Sales Associate/Delivery Specialist
Company: Domino’s Pizza
Dates Employed: May 2006 – Oct 2010
Location: Columbia, Missouri and St. Louis, Missouri
- Provided friendly and efficient service, timely delivery and quality control; up-sold orders, managed cash and handled nightly deposits; offered management position after six months though chose to focus on school.
Financial Operations Intern
Company: Savvis
Dates Employed May 2010 – August 2010
Location: Greater St. Louis Area
- Gained experience working in a corporate office and improved networking skills at a global leader in cloud infrastructure and hosted IT solutions for enterprises.
- Analyzed project data for billing system consolidation; prepared monthly financial audit information in SAP.
Computer Support Associate
Company: All American Painting Company
Dates Employed: April 2007 – August 2010
Location: Greater St. Louis Area
Hired as laborer, and promoted to provide general support, set up and configure computers, printers and networks; worked directly with end-users to resolve computer issues, and provided guidance on computer needs.
Philanthropy
Committee Chair
Company: Rotary Club -Shoes for Orphan Souls
Dates Employed: September 2014 – January 2017
Location: Kansas City
- Shoes for Orphan Souls- Chairman (Yearly campaign raised 600 pairs of shoes in 3 months for Orphans in Africa)
- Shelter Box Ambassador (Raised $1000 in two weeks to supply a Box to Nepal)
- Presented new crowdfunding campaign to Board