Highlights:

Companies I like:

USAA, American Funds, Fidelity, Ron Blue

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

• Financial Advisor
• Financial Planner
• Portfolio Manager
• CFP
• CFA

Progressed from operations specialist to financial planner to portfolio manager at independent asset management firm, In a time of heavy turnover of co-workers provided continuity of business