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10+ Years, Certified Financial Planner, Master Financial Professional, FIII, Chartered Asset Manager: A Passionate Six Sigma Certified freelance trainer and content developer. Automation Expert, MS Excel, VBA, Finance, Insurance, Content Development, Training.
MFP®, CFPCM, CAM™, A US General Securities Principal FINRA Series 6, 7, 24 & 66, Underwriter Life, Retirement & Employee Benefits, Risk & Insurance Planner. With Mid Level Assignments in: ~Investment Banking ~ Assets Management/Mutual Funds ~ Brokerage Service ~ Insurance & Annuity.
Passionate financial trainer and content developer specialized in BFSI domain Focused on USA Financial Market. Consistently receive high ratings from participants for knowledge and material. Equipped with over half a decades of national/international Finance Industry.
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