Experienced Lean Sr. Manager with a demonstrated history of Leadership, Change Management, Lean Deployment, Design Thinking and Organizational Hoshin within the financial services industry. Skilled in Lean, Six Sigma, Options, Securities, Equities, Retirement Planning with Series 7, 66, and 24. Strong information technology professional graduated from Texas A&M University.Summary of Qualifications:18 years of Financial Industry Knowledge and Experience9 years of Learning and Development8 years of Lean Methodology and Deployment, Strategy and Transformation, and Process Improvement6 years of People Management Experience5 years of Strategy Creation and DeploymentSeries 7, 66, 24Lean Green Belt from VillanovaCertified Lean Coach
Listed skills include Investments, Mutual Funds, Risk Management, Series 7, and 11 others.