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Skills

  • Finance
  • Financial Services
  • Blog Writing
  • Career Development
  • cnm
  • Compliance Consulting
  • Customer Service
  • Facebook
  • Facebook Page
  • Financial Planning
  • Licensing
  • Microsoft Exchange Server
  • Operations Management
  • Profiles
  • Psychology

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Services

  • Financial Services Professional

    $20/hr Starting at $250 Ongoing

    Dedicated Resource

    25+ years experience working in major investment firms. Operations,trading and compliance experience as well as customer service experience. See FINRA website for prior licensing (lapsed). I was Series...

    Compliance ConsultingCustomer ServiceFinanceFinancial PlanningFinancial Services
  • Blogger

    $15/hr Starting at $125 Ongoing

    Dedicated Resource

    My entire career has been in the financial services (brokerage) industry, however I do have a passion for writing. The only example I can provide at the moment is from the blog I maintained during a...

    Blog WritingCareer DevelopmentcnmFacebookFacebook Page

About

Experienced and professional.... dedicated support is my mission

My first real adult job was on the Pacific Coast Options Exchange in SF. After doing everything from runner, Teletype, operations manager and floor broker, I was hooked on the field. Left to pursue retail brokerage exp and over the years passed Series 7,8, 24, 63 and 66 licenses. I've done it all in that field including trading, sales assistant and branch compliance officer role. I'm now looking for part time work that can be done remotely from home due to personal reasons. I am open to all types of admin work, not solely in financial services. That is just where I've spent my career. I enjoy writing and have a few articles that are published online and had a blog a few years ago that I really enjoyed writing. I'm really open to any project that is feasible for me. Thank you for taking the time to read about me!

Work Terms

I live on the West coast but have worked by East coast hours my entire career so I'm definitely a morning person. I am available up to 4 hours a day Monday through Friday and maybe more depending on circumstances. Weekend work hours are also possible. No project is too big or small and I'm eager to work.