Experience Financial Planner and ACLP-certified Facilitator with over 18 years of cross functional expertise in financial services, training, and business operations. Specializes in helping professionals and organizations adopt Generative AI and digital productivity tools to enhance efficiency and performance. Skill in designing and delivering engaging learning experiences across digital and in-person formats, with a strong foundation in financial planning, sales enablement, and business operations. Proven ability to collaborate with stakeholders, curate professional development programs, and drive continuous learning initiatives.