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Dedicated Human Resources Manager and Military Veteran with over 20 years of distinguished service in the United States Navy. Expert in evaluating per... View More
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- Notary Public, Wells Fargo Bank - 2020 - 2021
I am an eternal advocate of Travelers Insurance as my father has been employed in Hartford for 45+ years & A young financial professional with budding... View More
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Certifications
- April, 2024: ASPPA Certified in Retirement Plan Fundamentals April, 2024 to Present: Certifications in Schwab Retirement Technologies May 2023: Tableau User Certified
Dynamic Product Manager with 18+ years of experience in banking and financial markets, specialising in securities financing, repo trading, collateral ... View More
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Hard-working professional with exceptional experience leading teams, delivering results and exceeding expectations. Creative and motivated leader adep... View More
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- Certified Clinical Research Associate (CCRA)
- Fellow of the Association of Clinical Research Professionals (FACRP)
- Accredited by the Pharmaceutical Manufacturers Association (APMR)
Dedicated to empowering teams and clients to address complex challenges that drive growth, streamline processes, and deliver meaningful results. Posse... View More
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Certifications
- Certified Exit consultant, Exit Factor - May 2024
- Main Street Tax Pro, Mark Kohler - August 2023
Client focused Financial Professional with proven success in relationship management, consultative selling, and fiduciary compliance. Skilled in deliv... View More
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Certifications
- FINRA Series 7
- FINRA Series 66
- FINRA Chartered Retirement Planning Counselor
Seeking the following position: Wealth Strategies Advisor Senior trust officer and licensed attorney with technical expertise in all aspects of we... View More
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Certifications
- Certified Trust and Fiduciary Advisor (CTFA) - August 31, 2021
Proven leader with expertise in strategic planning and operational management. Demonstrated ability to enhance team collaboration and drive measurable... View More
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Detail-oriented accounting professional with over 8 years of public accounting experience, specializing in individual, trust, estate, and gift taxatio... View More
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Versatile professional with a proven track record at Fidelity Investments, excelling in fiduciary responsibility and enhancing client satisfaction thr... View More