Advanced:

• Business Intelligence & Analysis (SQL , Data Analytics & Tableau)

• CRM tools: Salesforce, monday.com & Hubspot

• Artificial intelligence: Chat GPT, Bard & Plug-in’s

• Workforce tools: Zoom, Teams, Skype, Github, Slack & Google

• Enterprise suites: Google, Microsoft, Adobe & others

• CX methodologies: NPS & Gallup

• Public speaking & presenting: Virtual & in-person

• Consumer & Business credit underwriting

• KPI development

• Project management methodologies: Agile & Lean

• Financial regulations: Dodd-Frank, SOX, CRA, FCRA, ECOA, TILA, EFTA, GLBA, USA PATRIOT ACT, FDICIA, HMDA, RESPA, HPA, SCRA, SBLCR, FCPA & SIPC.

• HR functions & regulations: Hiring, workforce management & development, terminations, performance reviews, L & D, and HR case management

• B2C & B2C sales: Internal and external

Intermediate

• Programing (Python & C++)

• Web Development

• Web Design

• Product roadmapping & development

• Project Management Methodologies: Scrum, Waterfall, Six Sigma and Kanban

FINRA

• Series 7 (The General Securities Representative Exam): Corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options, and government securities

• Series 66 (Uniform Combines State Law Examination): Qualified as a security agent and investment advisor representative.

Project Management Professional (PMP): The PMP certification validates a professional's expertise in effectively managing projects, demonstrating their ability to lead teams, manage resources, and deliver successful outcomes within defined constraints.

Flawless Consulting: The approach revolves around the idea that effective consulting goes beyond providing expert advice; it requires active listening, empathy, and understanding the client's unique needs and challenges. Click here to learn more.

Crucial Conversations: This transformative approach focuses on empowering individuals to navigate difficult, high-stakes conversations with skill and confidence. Click here to learn more.

In Progress

CFA Level 1