
12+ years training 5,000+ Financial Advisors at top Wall Street firms. Helped teams define and implement their own best practices to build service models for clients and to gain new clients.
Prior, it was over a decade in sales as a Business Development Specialist for a business banking group at Wachovia Bank. Clients mostly were manufacturing and logistics companies in north LA County.
Looking to participate in the Costco process, and am ready physically and mentally to earn the right to play a real role.
I am as coachable as much as I like coaching. Seeing a potential fit in your Costco process. So I would be excited to see your approach to serving members and supporting teammates.
- Lifelong physical activity So, I feel "equipped" for moving product or shopping carts, let alone prep or clean up
- Member engagement, working within your process to give them an experience that helps them know that they are your focus