Breaking Bad Financial Habits

I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 &amp; 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).

Education

How To

I coach motivated individuals and families toward financial independence. I am a former manager with a major financial services firm. I was formerly FINRA licensed Series 6, 7, 63, 66, 24 & 51 and have 30 plus years of experiences in the financial services arena includes financial advice leadership, regulatory and compliance supervision, financial sales leadership, bank branch management, lending (retail, commercial and mortgages), financial advice and corporate facilitating (training).

Share Breaking Bad Financial Habits

Sign up to save your podcasts

Breaking Bad Financial Habits

Breaking Bad Financial Habits