Marketing Director
CurrentState licensed Financial Services Professional with specialties in holistic financial planning through financial education. Trained Financial Workshop Instructor providing free financial education to the community both in a classroom setting & on Zoom 2x/month. Workshop topics range from & not limited to: Building Savings, Debt Management, Proper Protection, Accumulation Strategies, Health & Wealth. Team/Office lead currently training 20+ financial professionals on company systems, product knowledge & entrepreneurship. Office locations in Irvine & West Covina, California. Clientele & fellow associates in North America region. Ranked #33 Top MD Base Producer World System Builder G23 Convention July 2023. Ranked #42 Top MD Base Recruiter World System Builder G23 Convention July 2023. Ranked #7 Top MD Base Recruiter World System Builder Launch Convention February 2023.Ranked #7 Top MD Base Producer World System Builder Launch Convention February 2023.Ranked #38 Top MD Base Producer World System Builder G22 Convention July 2022. California Producer License #4038861Non-Resident Producer Licenses in:HI, ID, WA, MI, NV, VA, OR, TX