Type Of Business:
Financial solution company
Major Product/SVS:
Financial solution services
Hobbies/Sports:
Boating; Fishing; Exercise; Yoga
Education Degrees:
College Coursework, New York University
Affiliations Awards:
Chairperson, Developing Extraordinary Women; Subcommittee, The Women's Leadership Forum
Industry:
Financial Advisory Services
Charity:
St. Jude Children's Research Hospital
Number Of Years In Profession:
22
Number Of Years In Current Position:
11
What Does He/She Attribute Success To:
She attributes her success to her organization, all her associates and always wanting to learn and grow.
Position Responsibilities and Duties:
Checking e-mails; Communicating within many of the business units of client retention for the last five years; Managing; Training; Maintaining clients; Networking; Mentoring; Writing; Communicating with all management and clients on a daily basis; Traveling internationally on a monthly basis to visit clients; Conducting strategy sessions with clients; Participating in leadership courses; Conducting seminars
Education Certifications:
Dale Carnegie Courses