
Meeting Preference: Email, In Person, Video
Languages: English
I am retired from my career as a certified financial planner and supervisor of financial planners and am currently a CFP Board Emeritus(R) member. I would like to offer my business experience to those in need on a volunteer pro bono basis.
Areas of Expertise
- Customer Service
- Financial Literacy
- Management & Operations
- Marketing
- Sales
Industry Experience
- Business Consulting & Coaching
- Professional Services