Available to hire
I am a versatile finance professional with a strong track record in financial planning, compliance, and operational strategy. I thrive in high-volume, regulated environments and enjoy collaborating cross-functionally to drive process improvements and optimize outcomes. I hold an MBA in Entrepreneurship and a Master’s in Entertainment Business, and I’m licensed in Life & Health Insurance with an SIE completed. I’m actively pursuing FINRA Series 6 & 63 and PMP certification to deepen my capabilities in strategic finance and program leadership. I’m excited to contribute to dynamic, impact-driven ventures and bring analytical rigor to strategic initiatives.
Experience Level
Language
English
Fluent
Work Experience
Financial Professional at New York Life
February 1, 2025 - PresentDevelop comprehensive financial plans for individuals and business owners, conduct needs-based analyses including investment modeling, risk management, and cash flow forecasting. Drive strategic outreach to increase client retention and revenue. Collaborate with internal teams to streamline operations and maintain audit-compliant documentation.
Senior Benefits Consultant (Seasonal) at GoHealth
January 31, 2025 - October 21, 2025Delivered tailored Medicare solutions through financial analysis and compliance-focused recommendations. Led internal training on regulatory updates; maintained audit-ready documentation. Exceeded sales and client satisfaction benchmarks while supporting operational reporting efforts.
Licensed Sales Agent at Assurance IQ / All Web Leads
May 31, 2024 - October 21, 2025Managed large client portfolios with accurate, compliant documentation. Leveraged CRM tools to optimize forecasting and support audit readiness. Role concluded due to corporate closure by parent company (Prudential). Led team of sales agents; established customer relationships; trained new agents on sales calls.
Operations & Logistics Team Member at International Longshoremen’s Association, Local 28
September 1, 2021 - October 21, 2025Oversaw inventory logistics and compliance tracking at the Port of Houston. Implemented shift-level reporting systems to improve throughput efficiency. Transitioned into finance following COVID-related reductions in hours. Led crew of drivers on daily routes and routine pick ups from port.
Truck Driver at Stevens Transport
February 28, 2015 - October 21, 2025Ensured safe and timely delivery of cargo across long-haul routes. Maintained accurate records for mileage, fuel usage, and cargo manifests. Performed regular maintenance and managed efficient loading/unloading systems.
Truck Driver at Stevens Transport
August 31, 2016 - October 21, 2025Ensured safe and timely delivery of cargo across long-haul routes. Maintained accurate records for mileage, fuel usage, and cargo manifests. Performed regular maintenance and managed efficient loading/unloading systems.
Shipping & Receiving at Preferred Freezer Services
October 31, 2015 - October 21, 2025Operated warehouse equipment to handle inventory placement and staging. Processed inbound shipments and maintained safety protocols. Led shift in picking and order sorting.
Mechanic at City of Houston – Dept. of Public Works & Engineering
January 31, 2014 - October 21, 2025Maintained and repaired water distribution equipment and infrastructure. Conducted preventative maintenance and field inspections. Assisted with utility troubleshooting and emergency repairs. Led a team on assigned maintenance and field inspections.
Ranch Hand at Kidd Ranch
January 31, 2013 - October 21, 2025Managed animal care, feeding, and habitat maintenance. Supported ranch operations including construction, repair, and land upkeep. Led team of animal wranglers.
Commercial Diver / Tender at Cal Dive International
November 1, 2014 - October 21, 2025Participated in offshore oil and gas projects, including pipeline construction and inspection. Operated diving and subsea tools; ensured safety compliance in hazardous environments. Collaborated with multidisciplinary offshore teams to complete time-sensitive projects. Led a crew of trainee divers.
Financial Professional at New York Life
February 1, 2025 - PresentDevelop comprehensive financial plans for individuals and business owners, including needs-based analysis, investment modeling, risk management, and cash flow forecasting; drive outreach to increase client retention and revenue; collaborate with internal teams to streamline operations and maintain audit-compliant documentation.
Senior Benefits Consultant (Seasonal) at GoHealth
January 31, 2025 - October 21, 2025Delivered tailored Medicare solutions through financial analysis and compliance-focused recommendations; led internal training on regulatory updates; maintained audit-ready documentation; exceeded sales and client satisfaction benchmarks while supporting operational reporting efforts.
Licensed Sales Agent at Assurance IQ / All Web Leads
May 31, 2024 - October 21, 2025Managed large client portfolios with accurate, compliant documentation; leveraged CRM tools to optimize forecasting and support audit readiness; led a team of sales agents; established customer relationships and trained new agents on sales calls. Role concluded due to corporate closure by parent company (Prudential).
Operations & Logistics Team Member at International Longshoremen’s Association, Local 28
September 30, 2021 - October 21, 2025Oversaw inventory logistics and compliance tracking at the Port of Houston; implemented shift-level reporting systems to improve throughput efficiency; transitioned into finance following COVID-related reductions in hours; led crew of drivers on daily routes and routine pick ups from port.
Truck Driver at Stevens Transport
February 28, 2015 - October 21, 2025Safe and timely delivery of cargo on long-haul routes; maintained accurate records for mileage, fuel usage, and cargo manifests; performed regular maintenance and managed efficient loading/unloading systems.
Truck Driver at Stevens Transport
August 31, 2016 - October 21, 2025Responsible for long-haul deliveries; maintained compliance with safety regulations; managed routes and cargo manifests.
Shipping & Receiving at Preferred Freezer Services
October 31, 2015 - October 21, 2025Operated warehouse equipment to handle inventory placement and staging; processed inbound shipments and maintained safety protocols; led shift in picking and order sorting.
Mechanic at City of Houston – Dept. of Public Works & Engineering
January 31, 2014 - October 21, 2025Maintained and repaired water distribution equipment and infrastructure; conducted preventative maintenance and field inspections; assisted with utility troubleshooting and emergency repairs; led a team on assigned maintenance and field inspections.
Ranch Hand at Kidd Ranch
January 31, 2013 - October 21, 2025Managed animal care, feeding, and habitat maintenance; supported ranch operations including construction, repair, and land upkeep; led team of animal wranglers.
Commercial Diver / Tender at Cal Dive International
November 30, 2014 - October 21, 2025Participated in offshore oil and gas projects, including pipeline construction and inspection; operated diving and subsea tools; ensured safety compliance in hazardous environments; collaborated with multidisciplinary offshore teams to complete time-sensitive projects; led a crew of trainee divers.
Financial Professional at New York Life
February 1, 2025 - PresentDevelop comprehensive financial plans for individuals and business owners, aligning with regulatory and strategic goals. Conduct needs-based analysis, including investment modeling, risk management, and cash flow forecasting. Drive strategic outreach to increase client retention and revenue. Collaborate with internal teams to streamline operations and maintain audit-compliant documentation.
Senior Benefits Consultant (Seasonal) at GoHealth
January 1, 2025 - October 21, 2025Delivered tailored Medicare solutions through financial analysis and compliance-focused recommendations. Led internal training on regulatory updates; maintained audit-ready documentation. Exceeded sales and client satisfaction benchmarks while supporting operational reporting efforts.
Licensed Sales Agent at Assurance IQ / All Web Leads
May 1, 2024 - October 21, 2025Managed large client portfolios with accurate, compliant documentation. Leveraged CRM tools to optimize forecasting and support audit readiness. Led a team of sales agents; established customer relationships; trained new agents on sales calls.
Operations & Logistics Team Member at International Longshoremen’s Association, Local 28
September 1, 2021 - October 21, 2025Oversaw inventory logistics and compliance tracking at the Port of Houston. Implemented shift-level reporting systems to improve throughput efficiency. Transitioned into finance following COVID-related reductions in hours. Led crew of drivers on daily routes and routine pickups from port.
Truck Driver at Stevens Transport
February 1, 2015 - October 21, 2025Ensured safe and timely delivery of cargo across long-haul routes. Maintained accurate records for mileage, fuel usage, and cargo manifests. Performed regular maintenance and managed efficient loading/unloading systems.
Truck Driver at Stevens Transport
August 1, 2016 - October 21, 2025Continued long-haul delivery operations with emphasis on safety, efficiency, and compliance.
Shipping & Receiving at Preferred Freezer Services
October 1, 2015 - October 21, 2025Operated warehouse equipment to handle inventory placement and staging. Processed inbound shipments and maintained safety protocols. Led shift in picking and order sorting.
Mechanic at City of Houston – Dept. of Public Works & Engineering
January 1, 2014 - October 21, 2025Maintained and repaired water distribution equipment and infrastructure. Conducted preventative maintenance and field inspections. Assisted with utility troubleshooting and emergency repairs. Led a team on assigned maintenance and field inspections.
Ranch Hand at Kidd Ranch – Oberlin, LA
January 1, 2013 - October 21, 2025Managed animal care, feeding, and habitat maintenance. Supported ranch operations including construction, repair, and land upkeep. Led team of animal wranglers.
Commercial Diver / Tender at Cal Dive International
November 1, 2014 - October 21, 2025Participated in offshore oil and gas projects, including pipeline construction and inspection. Operated diving and subsea tools; ensured safety compliance in hazardous environments. Collaborated with multidisciplinary offshore teams to complete time-sensitive projects. Led a crew of trainee divers.
Education
MBA, Entrepreneurship at Texas A&M International University
January 11, 2030 - May 1, 2023M.S., Entertainment Business at Full Sail University
January 11, 2030 - December 1, 2024B.S., Commerce & Business Administration at University of Alabama
January 11, 2030 - December 1, 2020MBA at Texas A&M International University
January 11, 2030 - May 1, 2023M.S., Entertainment Business at Full Sail University
January 11, 2030 - December 1, 2024B.S., Commerce & Business Administration at University of Alabama
January 11, 2030 - December 1, 2020MBA at Texas A&M International University – Laredo, TX
January 11, 2030 - May 1, 2023MS, Entertainment Business at Full Sail University – Winter Park, FL
January 11, 2030 - December 1, 2024BS, Commerce & Business Administration at University of Alabama – Tuscaloosa, AL
January 11, 2030 - December 1, 2020Qualifications
Life, Health, and HMO Insurance License
January 11, 2030 - October 21, 2025SIE
January 11, 2030 - October 21, 2025FINRA Series 6
January 11, 2030 - October 21, 2025FINRA Series 63
January 11, 2030 - October 21, 2025PMP Certification
January 11, 2030 - October 21, 2025TWIC Card
January 11, 2030 - January 1, 2030Life, Health, and HMO Insurance
January 11, 2030 - October 21, 2025SIE
January 11, 2030 - October 21, 2025Series 6 & 63 (in progress)
January 11, 2030 - October 21, 2025TWIC Card
January 11, 2030 - December 31, 2030Life, Health, and HMO Insurance License
January 11, 2030 - October 21, 2025SIE
January 11, 2030 - October 21, 2025Series 6
January 11, 2030 - October 21, 2025Series 63
January 11, 2030 - October 21, 2025TWIC Card
January 11, 2030 - October 21, 2025Industry Experience
Financial Services, Professional Services, Transportation & Logistics, Media & Entertainment, Education, Healthcare, Other
Experience Level
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