
Analytical and client-focused professional transitioning from engineering leadership into financial advising. Brings 10+ years of structured problem-solving, data-driven decision-making, and stakeholder engagement experience. Skilled at simplifying complex information, building trust, and delivering disciplined solutions aligned to long-term goals.
Comfortable with extensive travel and non-standard environments., Excel (Advanced), PowerPoint, Word, Outlook, KPI dashboards, Lean, Six Sigma