Location:
55 Whispering Wind Way, Santa Rosa Beach, FL 32459
Work:
Altius Learning Inc.
Principal Coach
Merrill Lynch
Jan 2015 - Apr 2016
Managing Director
Merrill Edge
2015 - 2016
Sales and Strategy Executive
Merrill Edge
Jan 2013 - Jan 2015
Southeast Division Executive
Merrill Lynch
Jan 2006 - Jan 2013
Complex Director
Merrill Lynch
Jan 2003 - Jan 2006
Associate Director
Merrill Lynch
Jan 1983 - Jan 2003
Financial Advisor
Skills:
Coaching, Asset Acquisition, Leadership, Team Best Practices, Niche Marketing, Value Propositions, Practice Management, Wealth Management, Confidence Building, Women's Leadership, Professional Development Programs, Coaching and Mentoring, Customer Acquisition, Business Strategy, Management, Public Speaking, Strategic Planning, Training, Change Management, Strategy, Time Management, Communication, Collaborative Leadership, Work Life Balance, Finance, Financial Services, Self Confidence, Empowerment, Facilitation, Personal Development, Professional Development Seminars, Empathy, Objective Listening, Listening, Challenge Driven, Action Plan Development, Roi Optimization, Sales Management Coaching, Team Leadership, Team Development, Conference Speaking, Marketing Strategy, New Client Acquisitions, Women's Issues, Equality, Gender Equality, Impact Assessment, Risk Assessment, Sales Management, Strategic Consulting