Bio
Experience
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Independent College Counselor
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Independent College Counselor
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Jan 2018 - Present
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JWK College Counseling
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Hingham, MA
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Independent College Counselor
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Jan 2018 - Jan 2024
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Hingham, MA
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Global Vision Advisors
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101 Longwater Circle, Norwell, MA 02061
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Marketing and Relationship Manager
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Sep 2010 - May 2018
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101 Longwater Circle, Norwell, MA 02061
Global Vision Advisors is an independent financial services firm specializing in helping clients to clarify and achieve their financial goals. In an industry dominated by large financial institutions promoting research that serves their agenda, it is imperative to think critically about all of these areas, where the incentives lie and what the impact is on the most important player in the game, the client. Our independence and value proposition set us apart from other advisors. In a profession based on objective advice, true independence allows Global Vision Advisors to offer tailored recommendations and impartial guidance tailored to each individual client. Knowing how to fulfill your intentions begins with knowing your intentions. We utilize a discovery process to help you achieve clarity for what you want for yourself, your family and society. Acting as a guide, we go beyond traditional financial planning and help our clients broaden and deepen their relationship with their wealth. We do this by connecting their money to the things that matter most to them. Usually these are concerns related to time, health and relationships.
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Manager, Graphic Design
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Dec 1993 - Apr 2003
Managed graphic design team as well as created and designed marketing materials for consumer products companies. Projects included brochures, newsletters, presentations, invitations, as well as print and digital marketing pieces.
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Education
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2019 - 2023UCLA Extension
College Counseling Certificate, EDUCATION -
2019 - 2023UCLA Extension
College Counseling Certificat4e, College Student Counseling and Personnel Services -
1987 - 1991The Ohio State University
B.A., Business Administration - Marketing
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Marketing and Advertising”
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