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Business Planning

Solid experience as a research manager, consultant, customer relations manager (internal and external clients) and financial analyst with a Fortune 10 financial services company. Specialties include problem-solving and communicating complex issues simply. I have specialized knowledge of the defined contribution marketplace. I have specialized knowledge of customers in the Primary/Secondary (K-12), Higher Education, Government, and Healthcare markets.

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$60/hr Ongoing

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Solid experience as a research manager, consultant, customer relations manager (internal and external clients) and financial analyst with a Fortune 10 financial services company. Specialties include problem-solving and communicating complex issues simply. I have specialized knowledge of the defined contribution marketplace. I have specialized knowledge of customers in the Primary/Secondary (K-12), Higher Education, Government, and Healthcare markets.

Skills & Expertise

Communication SkillsConsultantCustomer RelationsFinancial ServicesResearch

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