AVIATION EXPERIENCE

Certified Flight Instructor Aerotech Aviation 2019 – Present

Primary Focus: Direct primary and advanced flight instruction for student and private pilots. Conduct biennial flight reviews. Instruct ground school. Supervise solo flights for student pilots. Provide scenic and discovery flights and flight services for professional aerial photographer.

Airplane Pilot Certificates and Ratings ATP Flight School 2018 – 2019

Certified Flight Instructor

Commercial Single Engine Land

Commercial Multi Engine Land

Instrument

Private Single Engine Land

Hold current First Class Medical Certificate

PROFESSIONAL EXPERIENCE

Managed Portfolio Advisor TD Ameritrade 2012 – 2017

Primary Focus: Lead individual and corporate clients to their short- and long-term investment goals. Guide clients through the portfolio development process and deliver tailored recommendations on asset allocation, diversification, and rebalancing. Advise clients on ideal investment strategies in light of current market dynamics and trends.

Investment Specialist Cambridge Financial Center 2009 – 2012

Primary Focus: Develop and maintain client relationships through a hands-on, authentic approach. Manage client investment portfolios. Coordinate relationships between clients and life insurance companies.

Investment Representative Fidelity Investments 2008 – 2009

Primary Focus: Manage brokerage and retirement accounts for clients. Advise clients on and execute mutual fund trades, IRA distributions, Roth conversions, and ACAT and non-ACAT asset transfers. Train sales team members on lead generation and follow-through, resulting in monthly sales lead increases of 80%.

EDUCATION

Bachelor of Science University of Utah 2007

Major: Speech Communication Minor: Business Honors: Dean’s List

Coursework:

Accounting – research and apply financial and managerial accounting concepts

Quantitative Communication – apply statistics in a communication research setting

Investing and Business Finance – analyze risk and return of stocks and bonds

SKILLS AND EXPERTISE

Leadership: Teaching, motivating, and serving students, clients and colleagues

Communication: Understanding, validating, and educating students, clients and colleagues

FINRA Licensure: Series 7, Series 63, Series 66 Other: Eagle Scout

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