Motivated business professional with a bachelors degree in Business Marketing and a strong foundation in personal finance, investing, and client relationship management. Proven ability to apply financial strategies—personally paying off student loans through disciplined budgeting and investing—and skilled in guiding others with debt reduction, budgeting, and investment decisions. Knowledgeable in financial markets, retirement planning, and investment products including mutual funds, index funds, and equities. Recognized for strong analytical thinking, time management, and interpersonal skills, with a passion for helping people achieve long-term financial goals.
IFMA's FMP Credential Program Operations and Maintenance
IFMA's FMP Credential Program Project Management
First Aid / CPR Certified