Education meets experience In 2009, I started my career in financial services. I have worked in many different areas of the industry, including operations, relationship management, wealth management, and private banking. I even decided to further my education and acquired my FINRA Series 7, 6, 63, 66, and Group One Life Insurance Licenses. I also…
Category: Slideshow
Content Strategist
Fintech has helped fine-tune my skillset My previous career working in banking and relationship management is where I honed my instincts to think holistically about financial products, focus on the needs and motivations of the consumer, and the importance of jargon-free copy. As a proud content conspirator (at least that's what I like to call…