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Meeting Preference: Email, In Person, Video
Languages: English
My career was as a Certified Financial Planner® and supervisor of financial planners with specialties of fee based written financial planning, investments and insurance. Currently I am a CFP Board Emeritus® member. I would like to offer my business experience to those serious entrepreneurs in need of mentoring on a volunteer pro bono basis.
Areas of Expertise
- Customer Service
- Financial Literacy
- Management & Operations
- Marketing
- Sales
Industry Experience
- Business Consulting & Coaching
- Professional Services
Budgeting, Communications Tech, Contracts, Customer Service, Cybersecurity, Digital Marketing, ...
Accounting & Finance, Advertising, Bookkeeping, Budgeting, Business Plan, Business Structure, ...
Accounting & Finance, Advertising, Branding, Budgeting, Business Plan, Cash Flow, Contracts, ...
