Accomplished Financial Coach with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Vice President / Financial Coach
First Financial Coaching Inc.
07.1999 - Current
Monitored key business risks and established risk management procedures.
Streamlined operations to maximize business efficiency and profits.
Oversaw business-wide changes to modernize procedures and organization.
Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
Established and maintained strong relationships with customers, vendors and strategic partners.
Worked with clients to support understanding of rationale and details of financial strategies.
Education
BBA - Business Administration And Management
Western Michigan University
Kalamazoo, MI
12.1997
Skills
Industry Expertise
Operational management
Decision-Making
Executive Leadership
Sales Leadership
Training and mentoring
Coaching and Mentoring
Certification
Life Underwriter Training Council Fellow - The American College - March 2002- Present
Registered Financial Consultant - March 2002 - Present
Accredited Investment Fiduciary - Centers for Fiduciary Studies - February 2006 - Present