I have 20+ years of customer service experience; 10+ years in Financial Services; 2 years in operations management; 10+ years of team supervision and management; 10+ years in corporate training and development. I have a Series 7, 63 and 24 as well as a Professional Designation from the College For Financial Planning as a Chartered Retirement Planning Counselor. Experienced in curriculum design and development, account management, customer success management, process improvement, human resources and recruitment; Knowledgeable in adult learning principles and methodologies; existing and emerging trends in learning methodologies; practicing Meta-NLP coaching principles.