• Generated approximately $4.9 million in revenue in seven months

  • Advised 1,000+ members on array of financial issues with a particular focus on retirement 

  • Created over 500 portfolio assessments and financial plans that involved mutual funds, annuities, securities, fixed income products and a full range of insurance products

  • Educated membership on implications of economic, investment, market and industry trends, tax law changes, and features and benefits of USAA's financial products and services

Other Experience

Multi-Cultural Marketing Consultant

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