Experience
Career history
Financial services, operations, and data work that now sits underneath Pandagentic. Fidelity and earlier roles stay on the record; the company is the next chapter.
- Fidelity Investments
January 2024 – Present
Investment Solutions Representative
January 2024 – Present
- Analyzed client portfolios and financial data to support $46M in new asset acquisition.
- Built data-driven investment strategies aligned with client goals and market conditions.
- Collaborated with cross-functional teams to enhance financial planning tools and reporting.
- M&T Construction
June 2020 – November 2024
Founder
June 2020 – November 2024
- Managed project budgets and procurement using cost analytics and forecasting models.
- Streamlined financial operations through data tracking and margin optimization.
- Created dashboards to monitor resource allocation and project performance.
Co-Owner
June 2020 – August 2023
- Equitable Advisors
August 2023 – January 2024
Financial Advisor
August 2023 – January 2024
- USAA
June 2013 – July 2020
Financial Advisor
September 2013 – July 2020
- Delivered quantitative investment insights for high-net-worth clients using financial modeling.
- Developed strategic plans responsive to market trends and client objectives.
- Presented data visualizations to communicate portfolio performance and risk exposure.
Wealth Advisor II
July 2019 – June 2020
Wealth Management Advisor
June 2013 – June 2020
- Edward Jones
February 2013 – May 2013
Financial Advisor Trainee
February 2013 – May 2013
- Chase Card Services
June 2010 – February 2012
Customer Service
June 2010 – February 2012
- Helped card members with terms, product upgrades, payments, and rewards.
- Received an award for customer satisfaction.
- Citibank
June 2008 – June 2010
Customer Service
June 2008 – June 2010
- Handled inbound inquiries across loan products, deposit accounts, and complaints.
- Supported personal bankers and closed accounts when needed, looking for the right next product rather than a hard sell.