I began in the financial services industry in 2006 as an advisor’s assistant at an Office of Supervisory Jurisdiction (“OSJ”) Branch of a Broker-Dealer. In 2007, I began Para-planning for those advisors and began working directly with clients and plan sponsors as they continuously grew their practice. This role involves the performance of the administrative duties of a financial planner. This function was created to allow financial planners to focus on the sell-side by working more closely with customers to identify their investing needs.
I joined Redhawk in 2010 and used my knowledge and experience in the Retirement Plan space to create Redhawk's Private Label Retirement Plan offering. I quickly climbed the ranks to Senior Manager and provide ongoing sales and service support to advisors and work with Redhawk’s providers to offer competitive retirement solutions.