Naples, FL, 34102
Joined on March, 2014
Any day at any time
Up to 1 hour away for no additional charge
Education✅ B.S. in Business Administration; Finance
✅ B.S. in Economics
✅ Series 7 and 66 Licensed
I appreciate you viewing my profile and realize that your time is valuable so I will keep this brief and highlight some quick facts which will help you determine whether it makes sense for us to discuss working together.
✅ ABOUT MY EXPERTISE:
➔In addition to holding the two degrees referenced above, I also am Series 7 and 66 Licensed.
➔I scored a 94% on my Series 7 exam, the highest score witnessed by the exam proctor in her six years at the testing center.
➔Prior to managing my own consulting practice, I was employed as a Financial Advisor at Morgan Stanley Wealth Management.
➔My desire and ability to provide the custom-tailored services that meet your needs is measured only by your success and satisfaction.
➔Please contact me to discuss in full detail how my experience and accomplishments can assist you in achieving your objectives.
✅ ABOUT MY SERVICES, PRICING & AVAILABILITY:
➔I value your investment in me and reward continued engagements with relationship pricing.
➔For students or professionals who work in groups or in teams and have identical requirements, we can, if warranted, arrange to meet in a small group setting. For example, this would make sense for student teams completing their Capstone Corporate Valuation Assignment. I will reduce my individual rate in these circumstances.
➔Hourly time blocks suit some people better than others. Depending on the need or project, we may be able discuss alternative pricing arrangements.
➔My services are most suitable for students and professionals at or above the collegiate level. While I welcome all opportunities to assist you in reaching your goals, in my view there may be talented professionals that can assist you in a more diverse and cost-effective manner.
➔My schedule varies considerably and allows for a reasonable degree of flexibility, providing that meetings are pre-arranged and confirmed. I cannot guarantee availability at any specific time on any specific date prior to the initial scheduling of our meeting.
✅ ABOUT MY PROCESS:
It is my experience and belief that the first step in tackling any project, assignment or objective is to identify the specific needs which need be fulfilled. Only after we do this will we be in a position to discuss whether it makes sense to work together.
We can facilitate this discussion over the phone; there will never be any charge for taking this step and I return 100% of my calls within 24 hours if not sooner.
A phone conversation also gives us an opportunity to get a feel for each other's personality and communication style. In the event we do decide to work together, this will ensure that both our time and money are well spent.
If you have any questions whatsoever, please do not hesitate to ask.
Thank you for your interest and best of luck on your future endeavors!
HobbiesInvestments, New Technology, Flying, Golfing, Solving Complex Problems
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