Serve as a resource for my local community, the media and within the financial planning profession. - See more at: http://www.cfp.net/news-events/latest-news/2014/12/11/certified-financial-planner-board-of-standards-expands-ambassador-program-to-50-ambassadors#sthash.0J4o0rLa.dpuf

2024 NASDAQ Advisor Council2023 Investopedia Top 100 Advisorhttps://www.investopedia.com/inv-100-top-financial-advisors-7556227#toc-florida024

Investment Advisory services offered by United Capital Financial Advisors, LLC, a Goldman Sachs Company

• Partner at United Capital, which manages 20 billion in assets and while serving as a fiduciary for my clients. Awards • 2016 MVP Most Valuable Player Managing Director 2016 Investment News Winner of Women to Watch, 2018, 2019, 2020, 2021 Top 100 Investopedia Influential Advisors, 2019 United Capital Diamond Office Winner• CFP Board Ambassador, One of 48 in the United States appointed by the CFP Board• Currently appointed to United Capital’s Advisory Board Council to help communicate and drive results within the organization. • Leader of the Women’s Leadership Initiative and Mentorship Program within United Capital. • Motivate, lead and train staff, manage P and L. • Experience working with investment advisors with a strong understanding of the investor and advisor behaviors.• Proven track record of cultivating sales opportunities and selling investment products towards revenue goals and targets. • Sophisticated knowledge of the investment management industry, mutual funds, sales strategies and techniques, and account relationship management with a concentration on SRI. • Strong organizational skills with the ability to work on several projects simultaneously.• Deadline oriented; results oriented and self-motivated, passionate, collaborative team leader.• Author of bestselling book, The Money Queens Guide for Women Who Want to Build Wealth and Banish Fear” listed in the “Top 10 Books to Make You Rich by Daily Worth.” • Regular TV segments on WPIX Financial Fix, NY1, Fox and Friends, Fox5, quoted in hundreds of publications. • FINLIFE Coach to financial advisors on the United Capital Client Experience• Spoke all over the world on Financial Literacy for Women, The Power of the Purse and Women the Workplace and Money• Philanthropist working with multiple charities providing strategic philanthropy, consulting, fundraising and startups.

• Responsibilities include all aspects of servicing clients as a Fiduciary. • Review clients risk management, retirement planning, investment planning, tax planning and estate planning.• Advise pensions, foundations, Florida municipalities and personal clients with comprehensive financial planning and investment advisory.• Responsible for all PR, branding strategy and marketing communications.• Development of and responsibility for client’s asset allocation strategies, Investment policy statement, quarterly reviews, performance reporting and client education.• Major Contributor to “Tips from the Top” Targeted Advice from America’s Top Money Minds, Orlando Sentinel Hotline Expert, LI Newsday-Ask an Expert, Quoted in Bloomberg, Money Magazine, WSJ, Kiplinger’s and various publications, TV Segment, “NBC-The Today Show” and “Smart Woman are Talking.”• Served as an advisor to the BOD, Senior Management and the company’s strategic partners (Pershing, UVEST Investment Services, Financial Advisors Network, National Advisors Trust Company, FSB.), regarding due diligence, • Instructor for Dearborn a Kaplan Professional Company (Trained by Ken Zahn) CFP Classes and CFP Live Review given nationally onsite at Merrill Lynch and various broker/dealers. Trained Hundreds of Financial Advisors. Kaiser College and Fordham University-CFP InstructorPast Instructor at University of Phoenix Online –Graduate Level- Marketing, E Business

• Responsible for development, deployment and growth of the Firm’s Domestic and Global Internet and E-commerce Strategic Initiatives (Internet, Extranet & Intranet), while minimizing redundancy.• Spearheaded the Firm’s effort to leverage its brand value into a dominate and successful “e-brand” presence throughout the US, UK, Europe and Japan.• Developed and Presented E-Branding and E-Strategy to Board of Directors, Strategic Partners (Merrill Lynch, Smith Barney, Paine Webber, etc.) and Strategic Business Units of the Firm.• Collaborated with Senior Level Management, enlisting support to develop and launch the Firm’s comprehensive global e-commerce initiative, generating an estimated savings of 72%, while cutting 12 months of development time.• Built department of 10 while managing a cross-functional team of 50+.• Developed and Managed the introduction and roll-out of a “secure” Broker/Dealer “desk top” environment with full personalization and customization using BroadVision (one to one marketing) and Talisma ECRM software.• Analyze all site statistics and customer web behavior to maximize ROI.• Consulted on and developed Internet based streaming media solutions.• Developed an E-commerce environment whereby Financial Advisors and Shareholders may view accounts conduct transactions (buy, sell and exchange).• Developed Electronic Delivery of Statements, Marketing and Compliance materials for opt- in shareholders and financial advisors, affording a projected cost saving of $1.377 million over five years.• All marketing online and offline of site with PR, Inserts, Mailers, VRU, E-Mail Messages, Print Ads, Banners, Internal and Broker/Dealer Training, etc.• Winner of Talisma’s “eCustomer Service Award”-9/2000.• 1st Runner up Kasina’s “Top 20 Mutual Fund Sites”, “E-Branding” Category.• Published articles: “Mutual Funds Newsletter” and “Financial Net News.”

North American Cards VP E-Acquisition, Citibank/AT&T E-Commerce Cards Division,• Developed and Managed the US Internet Customer Acquisition Strategy and Strategic Partnerships for all “card” products.• Spearheaded the growth of Customer Acquisition to 400%, with net revenues of 100 million USD. • Responsible for all on-line direct response campaigns. • Lead cross-functional team of 40+, managed external e-commerce and e-strategy (marketing/branding) consultancies.• Used web to create an electronic advantage and P&L for the business.• Evaluated all interactive proposals for the US Credit Card business.• Created database to house all on-line acquisition data for modeling, forecasting and MIS. Member of Citibank’s Global Internet Team.Vice President - U.S. Internet Marketing Director, New Product Development Cards, • Developed and managed the strategic direction and growth of US Credit Card E-commerce Initiatives.• Lead cross-functional project team of 40 to provide 25 million users with secure, encrypted access to account information via the web, including the application process, statement presentation, and transactional environment.• Educate internal staff on Internet e-marketing/e-branding/industry trends through “Cyber lunches.”• Negotiate all strategic partnerships, alliances and contracts, • Manage external e-commerce and e-strategy (marketing/branding) consultancies. Vice President - On-line Banking Senior Marketing Product Manager, Market Access Marketing Division• Developed and Managed the strategic direction and growth of “Direct Access” Citibank’s electronic banking platform and drafted Citibank’s interactive marketing RFP to contract with E-commerce/ E-strategy consultancies.• Managed and motivated a staff of 50+ at PC Expo trade shows.• Responsible for a five million dollar budget covering staff and E-commerce/ E-strategy consultancies. • Created an on-line banking multimedia CD-Rom presentation for use at all trade shows.•

General Management Associate, -New Product Development Division • Member of Chemical's Executive Training Program - Assignment in Electronic Commerce.• Analyze and market new products. (Smart Cards, Debit Cards, EBT Cards).• Market development and rollout of one million Debit Cards (1/96). • Negotiate with internal departments (programmers, systems managers, operations, credit, legal, training and customer service) to support rollout.• Responsible for development and execution of Marketing Plan for rollout of debit card. • Manage the P&L for all strategic initiatives to optimize ROI.