Expert Details
Financial Planning, FINRA Arbitration, Benefits
ID: 736289
Georgia, USA
She is also a Certified Financial Fiduciary, FINRA Arbitrator, and Certified Fund Specialist.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1994 | Degree: BBA | Subject: Business Adminstration | Institution: Georgia State University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2006 to Present | Employer: Undisclosed | Title: Owner/CEO | Department: |
Responsibilities:Develop and implement strategic retirement, income, and estate plans based on client goals and objectives. Coordinate the efforts of attorneys, tax advisors, and human resource/pension specialists for advanced case design. Educate and implement recommendations via first-rate financial products. Develop and implement plan design and cost containment strategies for businesses and public-sector entities. Train and manage a premier enrollment team to deliver benefits communication and education, voluntary benefits, and enrollment technology solutions. |
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| Years | Employer | Title | Department |
| Years: 2004 to 2005 | Employer: National Financial Services Group | Title: Financial Planner | Department: |
Responsibilities:Provide customized retirement planning solutions for clients |
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| Years | Employer | Title | Department |
| Years: 2003 to 2004 | Employer: Madison Financial Group/MetLife | Title: Financial Planner | Department: |
Responsibilities:Provide customized retirement planning solutions for clients |
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| Years | Employer | Title | Department |
| Years: 1997 to 2003 | Employer: Porraro & Associates/Allmerica Financial | Title: Financial Planner | Department: |
Responsibilities:Provide customized retirement planning solutions for clients |
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Career Accomplishments
| Licenses / Certifications |
|---|
| LICENSES: State Registered Investment Advisory Firm Investment Adviser Representative Series 6, 7, 63, 65, Variable Licensed Georgia Principal Agency Resident Georgia Resident Agent Non-Resident Agent: Florida, Illinois, Indiana, Michigan, Tennessee CERTIFICATIONS: MBE: Georgia Minority Supplier Diversity Council DBE; Georgia United Certification Program MBE: Georgia Department of Administrative Services WOSB/EDWOSB: Small Business Administration SBE/FBE/AABE; City of Atlanta (GA) Office of Contract Compliance M/FBE; Fulton County (GA) Office of Contract Compliance SLBE/MBE/WBE: Clayton County Central Services SLBE; Clayton County Water Authority HUBZone: U.S. Small Business Administration |