I have spent the last ten years running FINRA broker-dealer offices and managing financial advisors. Expert in all business operational functions from HR to Accounts Payable. Expert in financial and investment research with passion for Morningstar.
I have considered changing my middle name from Elisabeth to Efficiency (not really, but I should). My motto, 'festina lente' is an old Latin phrase that means to hasten slowly. I am an incredibly diligent yet time sensitive worker. Life is short, I'm not looking to waste your time or mine.