Maria Marsala Email & Phone Number

New York, United States

United States

Business and life coaching, consulting, and planning based on where you’re at and where you want to be.For Your Business & LifeI advise financial professionals on growing your business to a level you envision and on living your best life. Plus, I go further to help you execute your plan.Meeting You Where You AreSince 1998, I've been meeting clients where you are via Skype, Zoom, or phone. My virtual service is accessible from anywhere and around your schedule. You'll… Show more Business and life coaching, consulting, and planning based on where you’re at and where you want to be.For Your Business & LifeI advise financial professionals on growing your business to a level you envision and on living your best life. Plus, I go further to help you execute your plan.Meeting You Where You AreSince 1998, I've been meeting clients where you are via Skype, Zoom, or phone. My virtual service is accessible from anywhere and around your schedule. You'll meet with me, your strategic consultant, success coach, and advisor. When training your team, for VIP days, or if I’m within 2 hours of your office, we can meet in person. You’ll choose the program best suiting your needs and then I’ll customize it further based on where you are and where you’re going.Affordable, Fixed Fees With No SurprisesMy clients choose from 1:1 monthly coaching, VIP days, or group services. Before starting you'll have agreed on the services and payment schedule. When I work with you 1:1 for six months, should you want further consultative-coaching, your monthly fee will not change unless you’ve requesting additional services.☛ Book a 20-minute call to find out if Elevating Your Business is Right For You https://bit.ly/3l2iRupListen to my short (2:04 minute) talk about how I help financial professionals to grow or scale their business. I have a long-term love and deep understanding of the industry, from the back office to retail trading and places in between. Let me help you transform your advisory practice into a more successful and enjoyable business. Since 1998, I’ve worked both virtually and in person with clients around the globe.☛ Listen now. https://bit.ly/3l2iRup Show less

United States

Are you a financial firm looking to host a private event or retreat for your advisors or team?Are your clients or members business owners and you want to host a special event training for them?Are you an Event/Program Manager looking for a speaker who leaves her audience thinking differently than when they first walked through the door?Are you a firm who runs webinars to attract prospects and you're looking for an informative speaker?Are you a vendor whose… Show more Are you a financial firm looking to host a private event or retreat for your advisors or team?Are your clients or members business owners and you want to host a special event training for them?Are you an Event/Program Manager looking for a speaker who leaves her audience thinking differently than when they first walked through the door?Are you a firm who runs webinars to attract prospects and you're looking for an informative speaker?Are you a vendor whose clients are financial advisors, planners, or other financial professionals and you sponsor speakers at large events?Consider hiring me for your next event. Your audience will leave the event using the information they just learned. Or sponsor me at a major financial services conferences where I'll help your products, services, and brand be seen by many advisors. Customizable programs: 1) practice and business management topics include: economy proofing your business, niching richly, setting priorities with a strategic plan on a single page, 10 ways to market smarter, setting your business up to work virtually, increasing productivity, networking smarter, demystifying LinkedIn, 10 WordPress resources to help you market smarter, etc. 2) life coaching: banishing burnout, change made easier, leading a more fulfilled life, finding your ideal place to live, creating a dream or vision board, mission possible, Learn more or schedule a time to talk about how we can train and motivate your group at www.ActNowSeminars.com Providing Keyshops / Workshops / Trainings / Podcasts / Webinars / InterviewsPractice Management/Business Development Speaker | Financial Advisors | Financial Services | Accounting | InsuranceWatch A Videohttps://www.elevatingyourbusiness.com/listen-to-profiting-from-change-how-to-manage-your-mindset-and-overcome-overwhelm/ Show less

Http://Www.Countonsuccess.Com

CALLING ALL FINANCIAL ADVISORSFinancial industry experts will deliver 10 different sessions – with topics ranging from cyber security, automation and systematization of operations, marketing, social networking, human capital, and succession – at this year’s free Count on Success Summit. The virtual summit features thought leaders from various practice management fields. The 2016 event is over BUT YOU can request all the speakers gifts! See more at: http://snip.ly/XGNfWE'RE… Show more CALLING ALL FINANCIAL ADVISORSFinancial industry experts will deliver 10 different sessions – with topics ranging from cyber security, automation and systematization of operations, marketing, social networking, human capital, and succession – at this year’s free Count on Success Summit. The virtual summit features thought leaders from various practice management fields. The 2016 event is over BUT YOU can request all the speakers gifts! See more at: http://snip.ly/XGNfWE'RE LOOKING FOR SPEAKERS!If you are an expert thought leader in the financial industry whose specialty is an area of practice management, and you'd like to learn more about speaking at the next event, join our LinkedIn group at https://www.linkedin.com/groups/6955664 Show less

Greater Seattle Area

Programs taught: Strategic Business Planning, Marketing Your Business on a Budget, Clean Sweeping Stress From Your Life, America Remembers NYC, Starting an Event Planning Business, Creating Your First Website, Creating Your First Home Page in HTML, Internet Marketing for Beginners, Starting a New Business, Article Marketing, Creating Your First eNewsletter.

Kitsap County, Washington

Produced a TV show interviewing business owners who happened upon their current businesses, starting them "on accident". They started their business accidentally, grew a hobby or job to a business, or like me started a business after an accident.

Greater Seattle Area

Wrote an "Online Review" column magazine. The focus was on free business and life growth topics.

Kitsap County, Washington

Hired by Thomas Leonard, CFP, called the father of the profession of Life Coaching. Coordinated the information and execution of a myriad of coaching programs, ebooks, reports, and ezines. Updated website.Researcher and consultant to the owner of the company working on a variety of proprietary products. Managed the work of a group of 4 virtual assistants.

Bremerton, Washington

Instructor of Marketing Best Practices, Marketing on a Limited Budget

Dunn, Nc

Continuing education teacher. Classes taught: Business Planning, Marketing Your Business on a Budget, Clean Sweeping Stress From Your Life, Creating Your Home Page, HTML for Beginners, Keyboarding, The Internet for Beginners.

New York City

As a consultant, my project was to determine if and how a large sum of money may have been stolen by a trader. Managed a temporary staff of 7. Once completed, I was hired as an Accounting Manager, to downsize a department consisting of 13 employees working 2 shifts to 2 people working 1 shift. Took the position after negotiating that the staff would be told of the situation so that transfers to other departments or change of jobs could occur. Retrained staff and overhauled the… Show more As a consultant, my project was to determine if and how a large sum of money may have been stolen by a trader. Managed a temporary staff of 7. Once completed, I was hired as an Accounting Manager, to downsize a department consisting of 13 employees working 2 shifts to 2 people working 1 shift. Took the position after negotiating that the staff would be told of the situation so that transfers to other departments or change of jobs could occur. Retrained staff and overhauled the administration, operations, and technology used in the department. Show less

New York City, Ny

Special Projects Manager and Liaison between IT and government bond brokers. Helped IT upgrade the broker program to further speed up the trading process by training IT and “translating” at meetings between the brokers and department. Created a brokerage dictionary, spoke with brokers’ clients regarding computer and trade issues.

New York City, Ny

MUNI BONDS: Substantially increased sales among retail RRs (sales force). Networked internally with local and branch office RRs, as well as with traders from other firms. Decreased expenses by creating systems, updating forms, and article writing. One new form saved the company 200K the first year and was eventually used by 4 other departments. Trade problem solver. Member of the Women’s Municipal Bond Club and the Short Term Traders Associations.GOVYs: Retail Trader who… Show more MUNI BONDS: Substantially increased sales among retail RRs (sales force). Networked internally with local and branch office RRs, as well as with traders from other firms. Decreased expenses by creating systems, updating forms, and article writing. One new form saved the company 200K the first year and was eventually used by 4 other departments. Trade problem solver. Member of the Women’s Municipal Bond Club and the Short Term Traders Associations.GOVYs: Retail Trader who coordinated the firm’s operational efforts to create a new and profitable retail unit. Handled trade problems, wrote a manual to help RRs sell more government bonds. Managed clerks. SPECIAL PROJECTS MANAGER: Requested a backwards transfer to the Operations/Administration Partner because I enjoyed a knack for saving money, making things run smoother, while saving time. Originally told to expect a large pay decrease; however, because of the savings created by the work I was doing, I received an increase. I worked within these departments: purchasing, compliance, accounting, operations, new accounts, corporate bond, government bond departments and in the field at 7 branch offices’. Show less

New York City, Ny

Operations clerk working with various bond trading desks. Created a system to save the company money by catching trader ticket writing errors and fixing them the same day. Promoted to trading desk clerk and then retail trader within a year.

New York City, Ny

Investigated dividend tax mistakes for the non-resident alien department. Involved in processing and checking a new duplicate computer-based mainframe system to assure it worked as well as the manual system.

Brooklyn, New York

As a teenager, in Brooklyn, I sold AVON. However, after 2 years, I realized that I was my best client and that adults weren't ready to take me as seriously as I took myself. I resigned and I promised that someday I'd do it again. And I have.

Life & Personal Coaching, Graduated

Activities and Societies: Member of various coaching communities. Speaker for numerous Coach U business communities. Coach U is.

Business Coaching, Internet Marketing

Activities and Societies: R & D Team, Founding Member Besides working for the founder, Thomas Leonard, from 2000-2003, I attended various.

Academic, Academic

Activities and Societies: Social Committee Pres., Future Nurses Club, Glee Club, Cheerleader Located in Brooklyn, NY. This all girls.

Education record

Attended K-8th grades in this Brooklyn, NY school.

Municipal Bonds, Certificate Of Completion

Everything muni-bonds from new issues to the aftermarket

Train The Trainer, Training Others, Certificate Of Completion

Blair Singer was our trainer