Edward Jones

Financial advisor focused on financial strategies and strategic planning to work towards client's most important life goals. 

Where I can help:
Retirement Strategy
Asset Strategies
Estate Considerations
Portfolio Review/Strategies
Risk Assessment
Strategic Planning

Financial Advisor

Transitioning

Onymos Inc

Established partnerships with 15 key ecosystem partners, resulting in an increase in program adoption by startups 

Secured two cornerstone deals with flagship customers, creating a pipeline growth and contributing to the company's successful expansion into new markets

Generated a pipeline of 100+ leads in the first 3 months leading to a significant increase in brand awareness in target markets and facilitating speaking engagements with key institutions

Account Executive

Silicon Valley Bank

Engaged and built relationships with over 500 key client stakeholders leading to a 20-point increase in NPS scores 

Top performer companywide and historically

Closed over 100 net new accounts within first 6 months

A top performer in the organization in upsell/cross-sell of SVB customers. Created a pipeline of over 30 accounts with a conversion rate of 30+%

Account Manager

Financial Advisor at Edward Jones and I focus in helping people prioritize, plan for, and strategize how to accomplish their big goals in life. Whether it be starting a company, raising a family, or buying a house those are all things we can work together to achieve.

Because of my background in entrepreneurship, I focus heavily on supporting companies with their overall business strategy from idea on a napkin phase to multi million-dollar entities or exits.
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