Work experience

• Senior Staffing Consultant – Pediatric Subspecialties

  CompHealth – CHG Healthcare

  2020.02-2026.01

  (6 years)

  • Managed physician staffing partnerships with hospitals and healthcare systems nationwide, specializing in pediatric subspecialty coverage. • Built consultative relationships with hospital administrators, department chiefs, and physician groups to identify coverage gaps and deliver targeted staffing solutions. • Negotiated physician placement agreements and coordinated complex locum tenens assignments across multiple healthcare systems. • Developed and maintained a national network of physicians and healthcare partners enabling rapid response to critical staffing needs. • Collaborated with credentialing, licensing, and operational teams to ensure efficient physician onboarding.
• Director – Retirement Planning (Institutional Market)

  Fidelity Investments

  2019.01-2019.12

  (a year)

  • Led regional growth initiatives within Fidelity’s Personal & Workplace Investments division focused on institutional clients including hospitals and universities. • Presented strategic program initiatives to senior executives, board members, and institutional plan sponsors. • Conducted comprehensive financial reviews for high‑net‑worth participants while developing cross‑functional relationships to expand institutional partnerships.
• Wealth Management Advisor

  TIAA

  2014.06-2019.01

  (5 years)

  • Managed a portfolio of more than 800 clients and $750M in assets, delivering strategic financial planning and advisory services to high-net-worth individuals and institutional stakeholders, including professionals affiliated with major university and healthcare systems. • Served as a trusted advisor to senior professionals and executives, providing market insights, investment strategy guidance, and comprehensive financial planning solutions. • Led and coordinated a team of Client Relationship Consultants and support staff, mentoring advisors in consultative sales strategies and participating in complex case strategy discussions. • Identified growth opportunities through relationship-driven sales strategies, strengthening long-term client partnerships and expanding engagement within the regional institutional client base.
• Annuity Planning Consultant; Branch Investment Consultant; Fixed Income Specialist; Investment Representative

  Fidelity Investments

  2004.01-2014.06

  (10 years)

  Annuity Planning Consultant Mar 2011 - Jun 2014 · 3 yrs 4 mos Salt Lake City, Utah -Worked closely with clients to understand their unique financial situation, goals, and objectives. Leveraged consultative sales skills to deliver financial planning with a primary emphasis on annuity solutions. Provided support and training to business partners in various sales roles within the firm. • Conducted meetings to train associates across multiple sales functions in the phone site to promote and provide support on insurance products and solutions. • Presented Fidelity’s Annuity offering and value proposition to new hire groups in multiple service and sales roles. • Worked closely with clients to understand their financial situation, goals, and objectives. • Responsible for developing client relationships, while acquiring, retaining and developing annuity assets as well as following up on referrals from business partners and clients.… more Branch Investment Consultant Oct 2008 - Mar 2011 · 2 yrs 6 mos Glendale, Arizona -Investment Consultant for clients in the northwestern region of Phoenix Arizona. Provided personal financial planning through face to face customer appointments and interactions in the branch, while developing and deepening relationships with potential clients in order to help them understand and deploy their investable resources. Proactively educated clients on mutual funds, annuities, equity holdings, and fixed income securities, while consistently exceeding all corporate goals including assets growth goals and key activity metrics. • Facilitated branch retirement seminars focused on retirement fundamentals and asset management; additionally I presented Fixed Income seminars at the branch due to background and unique expertise in the field. • Prepared and interpreted client information, to include investment performance reports, financial outlook summaries, and income projections. • Partnered with clients to create personalized financial plans; reviewed client portfolios and identified overweight or underweight investments that could be improved through rebalancing of the portfolio. • Assessed client financials; gathered data regarding investments, asset allocation, savings, tax planning, and retirement planning.… more Fixed Income Specialist Nov 2005 - Oct 2008 · 3 yrs Salt Lake City, Utah -Assisted clients in developing and implementing fixed income investment strategies and provided education around the risks and opportunities associated with their fixed income portfolios. Provided guidance and reallocation assistance based on evaluating credit, quality, duration, and diversification of the securities. • Presented to assigned branches during team meetings to train and assist Financial Consultants and representatives on Fidelity’s Fixed Income offering. • Introduced Fixed Income offering and tools to new hire groups in both service and sales functions. • Followed up on business partners leads and supported assigned branches in complex case prep incorporating Fixed Income securities. • Worked closely with clients to understand their financial situation, goals, and objectives. •. Specific experience with primary and secondary offerings of municipal bonds, individual corporate bonds, Government treasury issues, CDs, CMO's and Passthrough's, auction rate securities, and preferred stock.… more Financial/ Investment Representative Jan 2004 - Nov 2007 · 3 yrs 11 mos Salt Lake City, Utah -Educated clients on a variety of topics ranging from broad scope market conditions to specific individual investments. Provided investment guidance and education.
• Senior Trainer/ Platoon Sergeant

  US Army

  1999.07-2007.10

  (8 years)

  Combat Veteran, Operation Iraqi Freedom (Nov 2004 – Dec 2005) • Led operational planning, staffing coordination, logistics, and training operations for military units in the United States and overseas. • Managed teams of up to 30 personnel, overseeing work assignments, performance evaluations, professional development, and mission readiness. • Directed training and operational support for a 200-person communications unit during overseas deployments, ensuring operational readiness in complex and high-pressure environments. • Mentored and developed junior leaders, preparing soldiers for advancement through the Non-Commissioned Officer Development Program. • Managed logistics and operational support for units within the 3rd Infantry Division, coordinating resources and communicating operational updates to command leadership through formal briefings and reports.

Educational experience

• University of Phoenix- John Sperling School of Business

  Business Administration and Management

  2008.01-2011.01

  (3 years)

  Minor in English and Finance

Languages