Product manager, Sales person, Other
I am knowledgeable in financial planning, investing, technology, project management, research, and developing relationships.
I'm interested in finding a dedicated teammate (or teammates) who share an interest in improving education around financial literacy to empower individuals and families in achieving financial success
I have worked in the investment industry in San Francisco for nearly 8 years on the consulting side and on the technology side of the industry
I have a formal education background in economics and finance
I have experience consulting small businesses