Highly motivated financial services professional with a passion for providing personalized financial planning solutions and helping individuals meet their financial goals.
Currently supporting the USAA Advisor team by facilitating the assessment of learning needs, development of learning ...
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Highly motivated financial services professional with a passion for providing personalized financial planning solutions and helping individuals meet their financial goals.
Currently supporting the USAA Advisor team by facilitating the assessment of learning needs, development of learning interventions, and implementation of appropriate solutions. Consult with executive clients to develop action plans to close human performance gaps and drive execution leading to positive impact on business results. Proactively identify developmental needs, definition of learning requirements, and creation of learning paths to support the USAA mission.
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