- Senior Operations Manager at Level Four Advisory Services and Level Four Financial.
- Advisory Operations Manager at Level Four Advisory Services.
- 10+ years of experience in the Financial Services industry as an Advisor, Manager, or Executive.
- Track record includes strong talent for locating, hiring, and training talented professionals, improving processes and policies to maximize results, building a strong culture, and analyzing systems and technology.
- Master of Science in Leadership and Organizational Development with Graduate Certificate in Executive and Professional Coaching from the University of Texas at Dallas.