As a seasoned financial professional, I bring years of expertise and a proven track record in the industry. With a strong background in finance and a deep understanding of market dynamics, I have successfully guided clients through various financial challenges and helped them achieve their financial goals. I specialize in providing comprehensive insurance planning services, including investment management, retirement planning, estate planning, and risk management. My approach is client-centric, and I prioritize building long-term relationships based on trust and mutual understanding. I am committed to delivering personalized solutions tailored to each client's unique needs and objectives. With a passion for financial education, I strive to empower individuals to make informed decisions and take control of their financial future.

As an independent insurance broker specializing in Medicare, my goal is to help individuals find the right Medicare coverage that meets their unique needs. With extensive knowledge of the Medicare program, I provide personalized guidance and support to ensure my clients have a comprehensive understanding of their options. I work closely with reputable insurance carriers to offer a wide range of plans, including Medicare Advantage, Medicare Supplement, and Prescription Drug plans. My priority is to simplify the complex world of Medicare and empower my clients to make informed decisions about their healthcare coverage.

I'm passionate about the financial markets and even MORE passionate about teaching clients (YOU) how to make informed decisions based on your risk tolerance, needs and goals.I operate from a foundation of COMPLETE TRANSPARENCY so you build wealth while enjoying a relationship based on trust and a commitment to ethical standards.Knowing how your money can work for you is the greatest gift you can give yourself so reach out if you're interested in experiencing a new standard of wealth advisory!

Dawn D Inc. works with business leaders who want to tap into their talents in a bigger way and expand their influence. Our seminars, speaking engagements, coaching relationships and retreats are designed to help people perform at their best on a daily basis. We collaborate with leaders to design practical, effective and relevant systems and tools along with implementation strategies to align their people practices with their business results.We're based out of San Diego, CA and New York, NY with service areas being Southwestern USand Northeast US.

Real estate sales trainer and marketing expert.

Roos Advisors works with teams through increasing profitability by driving scalability, efficiency, sales pipeline growth and enhanced communication. We are leadership experts and small business development experts.

Courageous Trader™ is a mentoring program for people who want to live life to it's fullest by making their money work for THEM as opposed to continuing to work to make money.I host a monthly workshop called "So You Want To Be a Trader" where I teach my technique and where you get acquainted with my members and hear what they've been able to do by employing these techniques. Go to http://courageoustrader.com to register for the upcoming event.

I wake up inspired adults so they become more self directed with their personal finances. Top performing presenter/ selling from the stage professional.

Creator of "Simplified Selling" system. Coached over 3,000 real estate agents and other entrepreneurs in how to realize more success through authenticity.

I work with purpose-driven professionals on becoming financially literate so they can maximize their profitability, increase their growth and protect their hard earned assets without having to pay someone else to lose their money for them.I do this through virtual group investing mastermind meet-ups. My introductory workshops are free at http://optionsforwealth.com

If you are ever seeking business advice you can request a meeting with me through my profile on AdvisoryCloud at https://www.advisorycloud.com/profile/Dawn-Doherty

I joined this high performance startup as the first member of the executive team after the founders with a mandate to build out the team and deliver significant marketing and customer engagement deliverables. Responsibilities included the following:• Managed the strategic development of both the software engineering and sales teams in terms of continuing professional development and training for all staff.• Conceptualized a franchise business model to secure a strong future sales pipeline and accelerate growth.• Established and maintained strong working relationships with advertisers and other revenue generating clients to drive advertising sales for the company.• Provided oversight for the brand creation web design process to deliver a cohesive marketing platform.• Coached team members on the emerging necessity to leverage social media as a competitive advantage across all areas of the business.Some examples of my achievements in this role include the following:• Built valuation from 2.5MM to 50MM sale to Zillow.• Project-managed the expansion of advertising revenue from $0 to $2.5 million within one year.• Designed and developed a marketing strategy which delivered a 3.5x increase in page views.

* Opened New Development site. Managed sales process, builder expectations and reporting.* Lead competitive analysis effort and pricing recommendation for $240MM project.* Suggested marketing initiatives to revitalize sales and implemented ideas.* Exceptional close ratio performance in challenging market.

NYC real estate sales

* Product- head end and cable modem equipment which supported cable carriers in offering high speed data services* Lead product awareness campaign and encouraged reservation orders for forthcoming technology

* Introduced equipment to cable operators which supported a business case for a new revenue stream;* Developed business models which demonstrated increased revenue streams with high speed data service offerings;* Part of successful team that landed the account which supported Com21 going public in the financial community

Telecommunications sales

* Sold large Fortune 50 corporations on wireless access solution to their corporate "A" level buildings;* Commercial real estate experience in negotiating "roof rights" for carrier antennas.

Telecommunications sales

*Global National account manager for top financial firms (Wall Street);*Negotiated multi year commitment contracts for data and voice services.

Telecommunications sales