June, 2021 - present
June, 2016
Manager: Financial Wellness & Advice at CAPTRUST
Retirement Client Manager Financial Wellness Specialist at Riggs, Counselman, Michaels & Downes, Inc.
Program Manager - Financial Wellness at Vantage West Credit Union
Account Manager, Financial Wellness Programs at My Secure Advantage
Manager, Financial Wellness Coach at Hanscom Federal Credit Union