SUMMARY OF QUALIFICATIONS * Business Management/Project Coordinator * Mentor, Coach & Resource. Registered Investment Advisor. I am a versatile and results driven business management specialist, with more than 19 years of financial services experience. Currently, I am endeavoring to direct and expand my leadership responsibilities and skills into a formal management role.

Highlights:

• Audit
• Leadership
• Planning
• Sales
• Assessments
• Business Management
• Business Plan
• Business Planning
• Risk Managment
• Registered Investment Advisor
• Presentation
• Microsoft Suite
• Standard Operating Procedure
• Communications
• Project Management
• Risk
• RIA
• SOP
• Project