Toler Financial Group Nov 2015 - Nov 2015
Financial Advisor, Chief Executive Officer
New York Life Insurance Company Jun 2012 - Nov 2015
Financial Advisor of Eagle Strategies and Representative of New York Life
First Financial Group Mar 2001 - Jun 2012
Financial Advisor of Park Avenue Securities, Llc and Representative of Guardian Life Insurance
Midwifery Jun 1992 - Jun 2002
Midwife
Washington Free Clinic Jul 1989 - Dec 2000
Prenatal and Pediatric Program Manager
Education:
The American College of Financial Services 2009 - 2011
Master of Science, Master of Science In Forensic Science, Masters
Williams College 1980 - 1984
Bachelors, Bachelor of Arts
Skills:
Retirement Planning Estate Planning Financial Planning Wealth Management Investments Employee Benefits Income Protection Management 401K Rollovers Nonprofits Long Term Care Insurance Wealth Preservation Planning Life Insurance Lifetime Income Strategies Lgbt Planning Diversity Financial Advisory Mutual Funds Public Speaking Strategic Planning Protection Planning Long Term Care Insurance
Federal Judicial Center 1992 - 2013
Senior Education Specialist
1992 - 2013
Consultant
Education:
The George Washington University 1985 - 1991
Doctorates, Doctor of Education, Human Resources, Education
Skills:
Management Consulting Business Analysis Business Process Improvement Change Management Business Transformation Strategy Business Strategy Requirements Analysis Business Process Business Intelligence
Interests:
Fiction Writing Poetry Hiking Story Telling Theater Cinema