Quick Interview: view Salary range: $150,000 to $500,000 Willing to relocate: No Years of related job experience: 33 Highest degree earned: Masters degree Accreditations: CSPG, Bachelors of Science Languages: English Software: Familiar with all current Microsoft programs
This Nashville transplant is a highly accomplished, top-producing executive with a consistent record of successfully increasing sales, market share, and profits and introducing successful brands. She has recently relocated from Los Angeles where she had an extremely successful financial services business, which catered to the entertainment industry. A change agent with a history of analyzing businesses, products, markets, and growth opportunities to improve performance, she has also authored four books, appeared on the Today Show, the NBC nightly news and CNBC, and has written for numerous magazines as a business development expert.
EMPLOYMENT HISTORY
Organization: Please reach us for these details! Location: Beverly Hills, CA Job title: Chairman Years and months employed: 11 Year(s) Responsibilities: Working with entertainment and medical clients and their CPAs to create retirement portfolios and family trusts.
Organization: Paine Webber/UBS Location: Los Angeles, CA Job title: Senior V.P., Financial Advisor Years and months employed: 8 Year(s) Responsibilities: Managed $300,000,000 in assets and advised 150 clients
Organization: Bear Stearns Location: New York, New York Job title: Director of Retirement Services Years and months employed: 3 Year(s) Responsibilities: Trained brokers throughout the country to market 401(k) plans and assisted in all technical and financial aspects of the plans, from fund and administrator selection to employee communications
EDUCATION
Institution Name: California State Location: Long Beach, CA Degree earned: Masters degree Major/Concentration: Estate planning and planned giving Year Graduated: 2004
Institution Name: Northwestern University Location: Evanston, IL Degree earned: BS Major/Concentration: English, Education, Drama Year Graduated: 1979
