For the past several years, I've been involved in financial services where I've enjoyed various roles of responsibility in operations, sales, marketing and leadership.
I have a solid background in retail banking and investment management with additional knowledge in personal development, behavior, information systems and marketing.
I am currently pursuing a capstone career opportunity--a mid-senior level position where I can apply my education, knowledge and experience. I have my BS in Business Management, currently pursuing my CFP® designation, and have held several licenses in the wealth management arena. I have a high-level of business acumen, I learn quickly and my greatest strengths are conscientiousness and perseverance; I like to see progression and results.
I am in the business of guiding people to heightened levels. I am a catalyst who provides scientifically validated personality assessments along with effective strategies which ultimately increase engagement, awareness, productivity and decision-making -- I do this for individuals and in group settings.
Additionally, I am the founder of a local discussion group and open presentation platform that advocates positive change in our daily lives.
My focus is on people and progress and would welcome an opportunity to be part of a culture that values the same. I have a unique ability to connect-the-dots and tackle the root of issues; this has proven to be successful in many areas--especially that of differentiation and competitive strategy.
Moreover, I have the ability to travel with no restrictions and am open to relocation for the right opportunity.
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