Experienced Chief Operating Officer with a demonstrated history of working in the wealth management, operations field. Skilled in Strategic Planning, Management, Leadership, Marketing, and Project Management. Strong operations professional with a Bachelor's degree focused in Business Administration and Management, from Ashland University.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.