I am an experienced Financial Services professional for 40 years. I enjoy assisting families save for education. • Motivated individual determined to meet challenges and acquire new skills. • Utmost discretion with confidential information. • Dedicated leader engaging employees with their ...more

I am an experienced Financial Services professional for 40 years. I enjoy assisting families save for education. • Motivated individual determined to meet challenges and acquire new skills. • Utmost discretion with confidential information. • Dedicated leader engaging employees with their voluntary 529 benefits. • Adept at identifying, developing and managing community partnerships.less