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My mission is to build long lasting relationships with US military service members, retirees, and veterans so they can achieve financial security. AAFMAA Wealth Management and Trust provides risk management, investment management, retirement planning, estate planning, trust services, and educational seminars. Focusing exclusively on your needs as a military family, I provide the most innovative, p
Military Experiences
Jun 2013 - Dec 2014
Assistant Secretary
Primarily responsible for departmental operations and efficiency. Internally handle infrastructure support, department communications, analyzing IT projects, review policy and customer relationships, assisting with strategic planning. Externally review the Association’s governing documents, assist with regulatory compliance, contract review, and assist with membership services.
Dec 2011 - Jun 2013
Assistant to the Secretary
Present to Senior Management market conditions and performance efficiency to budget accordingly with strategic planning. Apply market research to member (customer) requirements. Experience with sales and department development within the insurance industry.
Company Officer Responsibilities - Handle inter-departmental and subsidiary operational and financial obligations. Review and negotiate all contract terms/invoicing/billing/payments. Assist with company operating budget and improve operational capabilities.
Jun 2003 - Nov 2012
Lieutenant
Annually review readiness capabilities to support Logistcial and Supply Chain operations for Navy
Feb 2008 - Dec 2011
Vice President
Primarily focused on Dry Bulk Cargo- promoting relations with clients, analyzing vessel capabilities to maximize vessel capacity, and assisting with operational and financial requirements. Handle Containerized Cargo- reviewing trade patterns to expand market competition and increase client’s cargo volumes. Handle Clean Oil Cargo – improving cargo positions to enhance vessel performance and profits.
Liaison between clients and business opportunities. Handle cost analysis and negotiation of various contracts. Apply market research to overall Client and Customer requirements to develop business strategies. Experience with sales and commercial development within the dry bulk cargo industry. Manage contract performance with the load, transport, and discharge of cargoes
Military Credentials
Professional Development Schools
Jan 2005 - May 2005
ASBA - Commercial Trade Transactions
Jan 2004 - Jun 2004
ASBA - Shipbroking and Chartered Vessel Operations
Certifications
Sep 2012
Georgetown University - Certified Financial Planner
Apr 2006
Cornell University - Leading Management Teams
Jun 2005
Cornell University - Financial Management for Making Business Decisions
Security Clearance
None / Expired
Academic Degrees
Academic Degrees
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