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Darlene T
@darlenekeith
Financial Coach
Estados Unidos
Inglés, Español
Sobre mí
I have 20 years of experience in Financial Services and have been a business owner for 9 years. I assist clients with personal finance goals by providing accountability and AI assistance templates to track progress.
Habilidades
Darlene T
desconectado •
Revisa mis servicios
Coaching financiero
I will create ai financial coaching weekly planner
Experiencia laboral
Franchise Owner
SmartPA • Trabajador autónomo
Jun 2017 - Present • 8 yrs 11 mos
SmartPA Virtual Assistant franchise owner and account manager. • Complete bookkeeping, monthly reporting, and invoices from Quickbooks. • Complete delegated tasks: phone calls, email inbox management, proofreading, word documents, excel database maintenance, PowerPoint presentations, appointment setting and client correspondence. • Screen and hire remote assistants from partnership and match candidate skills with client needs. • Create and mail monthly and quarterly newsletters, manage social media posts ad campaigns. • Create and manage ad campaigns through LinkedIn, Outbound Engine and EasyGeo.
