Matson MoneyCoach
Jul. 2018 - Jul. 2024United States, ScottsdaleAs a dedicated Coach I cause breakthrough business results with independent Registered Investment Advisors. Fulfill, coordinate, and project manage various initiatives under the direct supervision of the
CEO. Oversee approximately 2 Billion of our book of roughly 9 Billion, standing as a consultant and relationship manager. Strategic partner driving revenue growth though business coaching and team management for over 100 advisors. Inspire (re)discovery of the American Dream by cultivating freedom, fulfillment, and love in families.