Experienced sales and marketing professional. Skilled in Microsoft Suite, Sales, Event Management, Team Building, and Public Speaking. Strong community and social services professional.----------AdvisorLaw is a cutting-edge firm, providing financial advisors proactive, scalable, and tailor-made advisory solutions to protect and grow their business.Offering a unique blend of services, AdvisorLaw excels in monthly RIA compliance (including outsourced CCO), defense against terminations and client complaints, BrokerCheck and IAPD disclosure expungement, SEC and FINRA investigation defense, practice valuations, and acquisition opportunities through our buyer network.
Listed skills include Marketing, Sales, Event Planning, Customer Service, and 14 others.