How I can help you
Mentoring Skills: Sales, Marketing, Business Planning Areas of Interest: Community Relations, Marketing, Sales Industry Experience: Personal Financial Wealth Management. Professional Experience: Successful, goal oriented Financial Planning advisor with 25+ years of business experience. Varied business experiences; public speaking and board positions to personal financial planning. Manage a team of 5 - responsible for team productivity and accountability, client acquisition and Vision.
Areas of Expertise
- Business Plans / Startup Assistance
- Marketing, Public Relations & Sales
- Other Services (except public admin.)
- Finance & Insurance
- Professional, Scientific, & Technical Services