My passion is assisting in the education and business development of other women in the field of finance and marketing their skills.
Series 7 and 66 licensed, CRPC designation, Social Security claiming strategies, Medicare planning
I’ve worked for over 18 years at Merrill Lynch and Morgan Stanley in finance. Over the years I’ve navigated this very male-dominated industry, and have developed a strong interest in mentoring other women in this and other similar careers fields to succeed and flourish. Skill development and the subsequent marketing of those skills to attain a successful and enriching career for women is a win-win for all of us.
How I Want to Participate in PowerHouse
I welcome the opportunity to mentor and assist in the business development of anyone who wishes to pursue a career in finance. I am also happy to participate in idea exchange, discussion and brain-storming/problem-solving with women in any career because I firmly believe that we can all learn so much from each other!
I am a member of the Bozeman Business and Professional Women’s Association and Women Who Wine (a 501(c)3)