* Experienced professional with over 20 years experience in the financial planing industry coupled with marketing/product management background.
* Expert at testing and evaluating software to ensure functionality including soundness, validity, and quality standards.
* Technical Trainer who successfully educated newly hired engineers in the practices, policies, and procedures for airline Communications Company.
* Former United States Air Force Communications/Electronics officer responsible for guiding the activities of 30-100 persons.
* Retirement Plan Specialist who provides field retirement savings support for 2500 employees of a major healthcare system. Guides participants in identifying and setting both short-term and long-term goals and objectives.
* Excellent leadership and communication skills. Ability to interact effectively with internal and external clients, management, executives, and allied agencies.
* Gifted and dynamic speaker. Experienced Toastmaster.
* Strong organizational skills.
* Chartered Retirement Planning Counselor (CRPC)
* FINRA series 65, 63, 6
* Master of Science - Information Management
* Bachelor of Arts - Chemistry