As a long-time financial education, I have a solid grasp of financial concepts and can effectively translate my "technical" knowledge into simple language for all kinds of audiences and groups.

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	7/2001 - Present
PHELPS CREEK PERSONAL COMPUTING	(Confidential)	5/1994 - 12/2003
Hewitt Associates	(Confidential)	2/1989 - 7/1990

SCHOOL	MAJOR	YEAR	DEGREE
INFRE	Certified Retirement Counselor	2007	Specialist Degree
H&R Block	Licensed Oregon Tax Preparer	2006	Specialist Degree
Peak Potentials	Train the Trainer	2004	Specialist Degree
Institute of Consumer Financial Education	Certified Credit Report Reviewer	2003	Specialist Degree
Financial Recovery Institute	Certified Financial Recovery Counselor	2001	Specialist Degree
San Jose State University	Family/Consumer Economics	1979	Bachelor Degree

TYPE	TITLE	URL	DESCRIPTION
Book	Smart Women Finish Rich	media url	Describes and demonstrates basic financial skills for women.
Website	Bankrate.com	media url	Various articles about personal finance for the consumer.

Highlights:

MONEYSMART WOMAN™ – Hood River, Oregon Training and coaching services: “Showing Women How to Achieve Financial Independence” Principal / Workshop Trainer / Financial Coach (7/01-Present) Provide financial education, one-on-one coaching, and money management consulting services for individual clients and corporate accounts. Develop all curriculum, training, and marketing materials. ? Plan and deliver money management training classes, private / group coaching, internet radio interviews, teleclasses, and public speaking engagements / community presentations. ? Function as contract-based life coach and financial literacy consultant for Peak Potentials, one of the fastest growing coaching success companies in North America – (3/03-Present). ? Teach Financial Literacy classes through Hood River County Community Education and Columbia Gorge Community College. ? Quoted as a financial education expert in Good Housekeeping, Wall Street Sunday Edition http://online.wsj.com/article/SB115421129277721487.html, U.S. Citizens for Fair Credit Card Terms, Inc, and Tribune Company newspapers. ? AllExperts.com Money Expert (2003-2006) providing answers to member’s money questions.

Companies I like:

Hewitt Associates, Banks, Financial services companies, companies who want to offer financial education to their employees or customers

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
• education
• training
• retirement
• community outreach

I am well equipped to develop investment and financial education programs, teleclasses and web-based seminars to meet specific needs. I am highly capable of building rapport with participants and motivating them to succeed