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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
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Candidate Code: a7ba73


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.


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


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


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