More than 20 years of strategic global client relationship management, climate finance, consulting, marketing & sales, business planning analysis, and financial markets experience, earned at 6 of the industry’s leading financial services firms. Served as Diversity, Equity, and Inclusion Champion in the area of recruitment of Professionals with Disabilities.Extensive client and financial services training and, for 14 years, held the following FINRA licenses: Series 7, 6, 66 and 63.Previously worked as a journalist and editor. Known as a creative, self-starter and innovator with top-notch communication and problem-solving skills.