As a Manager, Financial Services, my responsibilities include recruiting, selecting and developing high-quality Financial Professional Associates (FPAs). FPAs are expected to gain a thorough understanding of Prudential’s products and services, and develop skills in our relationship-based sales process. I support our FPAs’ successes by working with them during sales calls and extending valuable feedback and training at their weekly coaching sessions. In addition, I assist FPAs in developing a marketing strategy that will help them reach their full potential.

Manager, Financial Services at Prudential @ •Develops relationships with business leaders within local communities •Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development From July 2015 to Present (6 months) District Manager @ As the District Manager of the Greater Milwaukee office of Waddell & Reed, I work closely with the Managing Principal to develop a team of financial advisors. Some of my day-to-day activities include: • Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms. • Coaching financial advisors as they seek to build efficient, unique and growing practices. • Removing roadblocks that impede financial advisor success. • Executing frontline supervision, identifying and addressing supervisory issues as needed. • Guiding financial advisors in developing succession strategies as they plan for their own retirement. • Encouraging financial advisors to maintain a balanced approach to business and personal goals. From January 2014 to July 2015 (1 year 7 months) Vice President @ From October 2008 to December 2013 (5 years 3 months) Financial Advisor @ • Performed financial analysis and developed investment strategies to help clients meet their short and long term objectives • Analyzed/reviewed existing money managers performance against applicable benchmarks • Quarterly review of investments to insure compliance with Investment Policy • Member of branch management team coordinating staff in operational and compliance issues • Organized, implemented and provided reporting on prospecting events including trade shows, seminars and client appreciation events to help drive new business From June 2005 to October 2008 (3 years 5 months) Financial Advisor @ • Built book of business utilizing cold calling, networking, trade shows and seminars • A.G. Edwards is a predecessor firm of Wells Fargo Advisors, LLC. From 2004 to 2005 (1 year) Treasury Analyst @ • Managed all U.S. banking activities, including the calculation of the daily cash position, evaluating short-term borrowing or investing alternatives and review of bank service charges • Implemented new banking services resulting in reduced financial risk while reducing bank fees • Cash flow forecasting, analysis of long-term financing alternatives and other financial analysis • Involved with analysis and review of hedging program to minimize foreign exchange risk • Monitored compliance with debt covenants • Managed and administered corporate stock option and stock buyback program • Coordinated reporting of treasury activity with accounting department to ensure proper reporting From 2002 to 2004 (2 years) Auditor @ From 2000 to 2002 (2 years)

Master's Business Administration @ University of Wisconsin-Milwaukee - School of Business Administration From 2009 to 2009 B.S., Accounting @ University of Wisconsin-Milwaukee From 1996 to 2000