• Provide subiect matter expertise in a broad range of systems, processes, programs, tools, and products• Coordinate and deliver outbound training classes• Develop and maintain training scripts and materials• Travel to branch offices to provide onsite coaching and training• Provide training, coaching, and support to the field related to ongoing business and technology initiatives and firm strategies• Work with financial advisors and teams to develop (CRM) service level models to ensure that both appropriate time is spent with each client as well as build in key activity behaviors• Assist financial advisors and teams with the development of investment models and trading in the discretionary trading platform• Participate on cross-functional teams during projects and campaigns

President & CEO of Kindly Luxe, a designer resale company.

Continuing to better our Services industry by finding faster, more seamless ways to take care of our valued clients by process evaluation and enhancement.

Responsible for guest services and office management, employee coaching, scheduling for guest services department, accounting duties (including bank withdrawals and deposits for business, cash drawer collection and balancing), suggestive selling on products and services, supplies ordering and receiving, human resource management, payroll completion, minor housekeeping duties. Consistently outperforms sales goals.