Meeting Preference: Email, In Person, Video
Languages: English
My career was as a Certified Financial Planner® and supervisor of financial planners (both employees and independent contractors) 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
Business Plan, Business Structure, Customer Service, Financial Literacy, Human Resources, ...
Budgeting, Business Plan, Customer Service, Financial Literacy, Management & Operations, ...
Advertising, Branding, Budgeting, Business Plan, Business Structure, Customer Service, ...
