Im a Harvard MBA with over years experience in market strategy and planning and another years experience managing private money. I received my Certificate in Financial Planning from Boston University and passed the rigorous two day CFP Board exam in . Im passionate about financial literacy, education and outreach. My goal is to help individuals and families strategize plan and sort through lifes choices in a larger more meaningful context. Im especially interested in reaching out to women and young people. I enjoy giving back and hope to empower others by equipping them with a kind of literacy for life. Please scroll down to view my references below. Specialties financial planning financial literacy forecasting modeling market strategy business planning market research communications messaging public relations presenting writing teaching workshop creation and deliveryread more ...read less ...
fundraising
strategic planning
program management
Wesleyan University
Wellesley College
Harvard Business School
University Of Washington
Wellesley High School
Boston University
A Href Eduwellesley-college-19934 Wellesley Collegea
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Market Strategy
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Financial Planninginvestment Management Private At --
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