Experience Level
Work Experience
Entrepreneurial & Operations Lead at Self-employed / Independent Entrepreneur
January 1, 2025 - PresentLead and manage a distributed team across the U.S. and international markets; utilize AI tools to improve workflow efficiency and outreach performance; coordinate outreach initiatives; educate businesses on growth strategies across SEO, social media, blog content, and Google Business Profile (GBP).
Financial Sales & Advisory at Independent Finance & Advisory Practice
January 1, 2025 - PresentFacilitate and support life settlement transactions; maintain relationships within financial services and insurance markets; conduct outreach and manage deal flow.
Appointment Setter (Solar Sales) at Boundless
January 1, 2025 - December 31, 2025Top-performing appointment setter for multiple consecutive months; high-volume cold calling and outbound prospecting to generate qualified leads; consistently handled objections and converted conversations into booked appointments.
Relationship Manager at Titan Horizon Group (Wall Street)
January 1, 2024 - December 31, 2025Supported financial transactions involving life settlement policies and limited equity offerings; managed client relationships and maintained consistent communication; conducted outreach and follow-ups to support deal flow.
Education
Bachelor of Science in Business Administration (Management) at Johnson & Wales University
January 11, 2030 - May 1, 2025High School Diploma at Avon Old Farms School
January 11, 2030 - March 31, 2026Qualifications
Industry Experience
Financial Services, Media & Entertainment, Education, Professional Services, Other
Experience Level
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