I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 & 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).
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I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 & 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).
Monday Money Motivational Moment - M4 Start reading a book on money and finances!
Common cents approach to your dollars!
I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 & 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).
