Bio
Credentials
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Series 66
FINRA (Financial Industry Regulatory Authority) -
Series 7
FINRA (Financial Industry Regulatory Authority)
Experience
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Director, Advisor Marketing
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Jul 2021 - Present
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United States
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Financial Services
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700 & Above Employee
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VP, Advisor Marketing Strategy and Communications
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Oct 2020 - Jul 2021
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Senior Advisor Marketing Strategist
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Mar 2019 - Oct 2020
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Senior Marketing Consultant
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Jan 2015 - Jan 2019
I support financial advisors and their teams to develop and implement practice management and marketing strategies to grow their business by executing sustainable business building practices and tailoring marketing strategies and tactics to individual business needs. ConsultationsFocused 1:1 busi...
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Edward Jones
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Tempe, AZ
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Senior Training Leader
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Sep 2008 - Dec 2014
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Tempe, AZ
As a Senior Training Leader, I trained financial advisors from entry level to top offices on business building practices ranging from pipeline management, client communication, compliance, investments and investment strategy and business management.
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San Tan Financial
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Phoenix AZ
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Marketing Coordinator
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2006 - 2007
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Phoenix AZ
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Education
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2007 - 2008Webster Graduate School
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2003 - 2005Arizona State University
Suggested Services
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Industry Focus. “Financial Services”
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