Position:
President at My Virtual COO, Founder at Virtual Solutions for Advisors
Work:
My Virtual COO
since 2007
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President
Virtual Solutions for Advisors
since 2009
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Founder
PSA Financial Center
2006 - 2007
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Wealth Management Division Coordinator
Sullivan Bille P.C.
2003 - 2005
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Operations Supervisor and Senior Financial Planner
Tanager Financial Services
1999 - 2002
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Certified Financial Planner
Education:
Boston University 2001 - 2002
Graduate, Financial Planning
State University of New York College at Geneseo 1990 - 1993
Bachelor, Management Science
Amherst High School 1986 - 1990
Honors, General Studies
Skills:
Salesforce.com, Strategic Financial Planning, Advisory Practice Management, Advisory Operations Management, Financial Advisor Software, Outsourcing and Virtual Staff, Workflow and Processes, Outlook, Document Management, Software integrations, Project Management, Virtual Teams, Wealth Management, Public Speaking, Virtual Assistance, Back Office, Outsourcing, Software Integrations, CRM, Investment Advisory, Entrepreneurship