High performing relationship based leader with proven track record of successfully managing relationships, projects and initiatives. Skilled in developing and executing strategies, managing budgets and resources, and engaging cross-functional teams. Consistently producing sales outcomes that exceed expectations.
Certified Business Coach
Certified Financial Planner- renewal required
Director of Retirement Programs in Southern California for 35 various Cities, Counties and special districts with $1.62Billion in assets, with direct responsibility to:
Certified Financial Planner- CFP
(dormant-renewal required)
Certified Business Coach