Professional Experience
Over the course of my career, I have worked in engineering, actuarial consulting, wealth management, investment advisory services, and financial planning.
These diverse experiences have allowed me to combine technical analysis, financial expertise, and client-focused service throughout my professional journey.
Every stage of my professional journey has contributed to who I am today.
From engineering and actuarial consulting to real estate and wealth management, each experience has strengthened my analytical skills, broadened my perspective, and reinforced the importance of integrity, continuous learning, and personalized service.
Edward Jones
Financial Advisor I Naples, FL I 2022-2024
During my time at Edward Jones, I managed an independent branch office with more than $30 million in assets under management and had the opportunity to participate in professional development events, including meeting with the firm's CEO, Penny Pennington (see photo).
I helped individuals, families, and retirees develop personalized financial strategies aligned with their long-term goals. I provided comprehensive investment guidance while building trusted relationships through personalized service and regular portfolio reviews.
Highlights of my work included:
- Developing customized investment and retirement strategies
- Managing diversified investment portfolios
- Conducting annual and semiannual financial reviews
- Assisting clients with retirement income planning and wealth preservation
- Helping clients navigate changing market conditions with confidence
- Building long-term relationships based on trust, education and personalized advice
Esward Jones is one of the largest financial services firms in the United States, serving millions of clients through a nationwide network of local financial advisors. Working in an independent branch environment strengthened my mindset, client relationship management skills, and commitment to providing personalized financial guidance.
Morgan Stanley Wealth Management
Financial Advisor & Financial Planning Specialist I Naples, Florida I 2019-2021
Morgan Stanley is one of the world's leading global financial services firms, providing investment management, wealth management, and institutional securities services to individuals, corporations, governments, and institutions.
With a history spanning more than 90 years and offices in over 40 countries, Morgan Stanley is recognized for its commitment to financial excellence, innovation, and client-focused wealth management.
During my time at Morgan Stanley, I worked with individuals and families to develop comprehensive financial plans tailored to their goals, including retirement planning, education funding, investment management, insurance planning, and wealth preservation.
I also completed extensive securities licensing and professional training, strengthening my expertise in investment advisory services, financial planning, and regulatory compliance.
My experience at Morgan Stanley marked an important milestone in my career as my first role with a global full-service brokerage firm, where I expanded my expertise in investment advisory services and comprehensive financial planning.
Horter Investment Management
Investment Advisor Representative I Naples, Florida I 2017-2018
Horter Investment Management is an independent Registered Investment Advisory firm specializing in retirement income, planning, investment management, and risk-based portfolio strategies designed to help clients pursue long-term financial security.
This position marked an important milestone in my career, providing my first opportunity to work directly with clients as an Investment Advisor Representative. I helped clients understanding their financial goals, risk tolerance, and retirement income needs while assisting in the development of personalized investment strategies.
Using Horter's investment platform, I analyzed client portfolios and recommended professionally managed investment solutions selected according to each client's objectives, time horizon, and tolerance for risk.
This experience strengthened my understanding of fiduciary responsibility, portfolio construction, and client-centered financial planning.
Berkshire Hathaway Realty
Broker Associate I Naples, Florida I 2011-2018
As a licensed Florida Broker Associate, I assisted clients with residential real estate transactions in the Naples area, guiding buyers and sellers through one of the most important financial decisions of their lives.
My responsibilities included:
- Property marketing
- Listing presentations.
- Market analysis.
- Contract negotiations.
- Client relationship management
- Coordinating transactions from listing through closing.
I worked closely with clients to understand their goals and provide personalized guidance throughout the buying and selling process.
Working in real estate strengthened my communication, negotiation, and customer service skills while deepening my understanding of the local housing market. It also reinforced an important lesson that has remained consistent throughout my career:
whether helping a family purchase a home, planning for retirement, or managing investments, every client deserves honest advice, careful analysis, and personalized service.
Hewitt Associates
Actuarial Analyst I Chicago, Illinois I 2006-2009
Hewitt Associates was one of the world's leading human resources and actuarial consulting firms, serving many large corporate clients.
Hewitt Associates was acquired by AON Corporation in 2010.
The acquisition combined Hewitt with AON Consulting to form a new human capital and HR services division named AON Hewitt.
In 2017, the benefits outsourcing department of AON Hewitt was acquired by Blackstone and rebranded Alight Solutions.
At Hewitt Associates, I
- Prepared actuarial valuations for defined benefit pension plans.
- Analyzed retirement plan liabilities and funding requirements.
- Assisted consultants in preparing presentations and reports for corporate clients.
- Worked with large datasets to support financial and actuarial analyses.
- Collaborated with multidisciplinary consulting teams to deliver client solutions.
Skills Developed:
- Pension valuations
- Retirement benefits analyses
- Financial modeling
- Data analysis
- Client communication
- Quantitative problem solving
Mercer Human Resource Consulting
Actuarial Analyst I Detroit, Michigan I 2004-2006
Mercer is the world's largest human resources consulting firm, specializing in talent, health, retirement, and investment solutions.
Headquartered in New York City and operating as a subsidiary to Marsh McLennan, the firm employs over 22,000 people globally to help organizations manage human capital and business transformations.
During my time at Mercer, I:
- Performed pension valuations and funding analyses.
- Prepared retirement plan liability calculations
- Developed financial projections for corporate clients.
- Participated in client meetings and actuarial consulting projects.
- Collaborated with consulting teams on complex retirement benefit projects.
- Developed strong analytical and problem-solving skills that later became the foundation of my work in actuarial consulting and wealth management.
Highlights:
- Specialized in defined benefit pension plans.
- Worked with Fortune 500 corporate clients.
- Strengthened quantitative and analytical skills.
Wayne State University
Teaching Assistant - School of Business Administration I Detroit, MI I 2000-2003
While completing my MBA in Finance at Wayne State University, I served as a Teaching Assistant in the School of Business Administration, supporting undergraduate business courses and assisting faculty with classroom instruction.
My responsibilities included preparing course materials, assisting with lectures and classroom activities, grading assignments and examinations, maintaining academic records, and providing support to students throughout the semester.
This experience strengthened my communication, leadership, and organizational skills while reinforcing my passion for finance, education, and helping others understand complex concepts.
CONEL (formerly RENEL) - Romania
Mechanical Engineer I Cluj-Napoca, Romania I 1991-2000
CONEL is Romania's national electricity company, responsible for the generation, transmission, and distribution of electrical power throughout the country. During Romania's transition to a market economy, the company underwent a major restructuring, evolving from RENEL into CONEL before being divided into specialized successor companies.
Following the completion of my five-year engineering degree in 1991, I began my professional career as a Mechanical Engineer with Romania's national electricity company. During my nine years with the organization, I was responsible for supporting the operation and maintenance of hydroelectric power plants throughout the Transylvania region.
My work focused on identifying and resolving mechanical issues affecting hydroelectric generating facilities, coordinating maintenance activities, improving equipment reliability, and helping ensure the continuous and efficient production of electrical power. This experience developed my analytical thinking, problem-solving abilities, and attention to detail while working within a large, technically complex infrastructure.
During my tenure, the company transitioned through a major restructuring as Romania modernized its energy sector. I joined the organization when it operated as RENEL, Romania's state-owned national electricity utility, and continued through its reorganization into CONEL, reflecting the country's transition toward a modern electricity market.
