Financial Advisor
VALIC is a retirement plan provider for healthcare, government, higher education, K-12 schools and school districts, and other not-for-profit institutions.
I am a financial services leader with a demonstrated track record of hiring and developing team members, as well as cultivating and deepening strategic relationships with plan sponsors, internal partners, and other stakeholders. Through coaching and collaborative processes, my teams have consistently exceeded goals, driving growth across multiple metrics. I believe the quickest way to success is to communicate effectively, attract top talent, and give them the tools and support the need to achieve their goals. CORE LEADERSHIP COMPETENCIES include: •Business Development •Talent Development, Coaching & Growth •Team Leadership •Relationship Management •Performance Management & Improvement •Compliance and Regulatory Accountability •Data Analysis & Bench marking •Financial Planning & Education •Communication •Knowledge of ERISA and non-ERISA plans, including 403(b), 457, 401(k) & 401(a) •Strategic Thinker and Problem Solving •Certified Financial Planner •FINRA Series 7, 24. 31. 51, 66 •CA Life & Health Lic 0E69646
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