Kama Rati Life, Mill Creek, WA 98012, US

HistoryI'm an unstoppable entrepreneur who began selling AVON at age 14, landed on Wall Street at age 17, and shattered the glass ceiling by age 21 when I became a retail bond trader. My goal was to improve the sales of bonds to retail clients by working with RRs in 5 branch offices. Since I was 1 of 2 women on the trading floor (working with 400 men) I had the opportunity to mentor and coach secretaries and clerks -- women and a few men -- to transform them into the positions they wanted as associates or junior traders. Over time, I slowly got involved in the operations of the trading unit I worked in and the updates to processes or new systems I created were then used by 3 different trading departments. I have an innate knack for marketing and streamlining operations. After a car accident had me sitting down quite a bit, I decided that it was time to start a business doing what I enjoyed. And here I still am! Enjoying what I do!SpecialtiesElevating Your Business provides financial advisor coaching, consulting, and courses that guide you to get the most out of each day, provide exceptional client experiences, and manage a growing business with a cohesive team. As founder of the firm, I (Maria Marsala) work primarily with financial advisors, financial planners, wealth managers, RIAs, regional managers, managing directors, wholesalers, and other professional financial service executives. My