As an experienced leader, I leverage my experience and credentials in the financial services industry to lead and support strategic initiatives, foster cross-functional collaboration, and optimize business performance and outcomes. I hold the Chartered Retirement Planning Counselor (CRPC®) designation, which demonstrate my expertise and commitment to helping clients achieve their financial goals and dreams. Additionally, I am a certified Lean-Six Sigma Green Belt that thrives on organizing, creating and implementing workplace efficiencies. With almost 20 years of proven success in financial consulting, sales, and management, I have developed strong skills in business relationship management, financial planning, and securities regulation. I have also been recognized for my ability to deliver exceptional customer service, generate revenue growth, and coach and mentor high-performing teams of financial advisors. I am passionate about advancing the company's vision, mission, and values, and creating a positive impact in the lives of our clients and communities.
Listed skills include Financial Services, Investments, Mutual Funds, Wealth Management, and 38 others.