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).
This is a Monday Money Motivational Minute - M4 to kick off the week!
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).
