Latest Content

2024 in Review: Navigating the New Financial Landscape
Jan 27, 2025
Infographic
How to Engage Your Customers About the Fed Rate Cuts
Nov 18, 2024
Article
Maximizing Medicare Growth: Strategies from Total Expert and Guided Solutions
Jun 04, 2024
Article
Five Key Themes from Financial Brand Forum 2024
Jun 04, 2024
Article
Expert Insights: Enhancing Education and Engagement for Medicare Insurance Agents
Apr 02, 2024
Article
How Will the Federal Reserve's Interest Rate Cuts Impact Lenders?
Dec 18, 2023
Podcast Episode
Key Takeaways On The Dreamforce Conference: Partnering With Salesforce To Solve Current Market Challenges With Patrick Hanley
Oct 23, 2023
Podcast Episode
Journey to the Top with Shant Banosian
Mar 29, 2023
Podcast Episode
Silicon Valley Bank (SVB): What Happened And The Opportunity With James White And Dan Catinella
Mar 27, 2023
Podcast Episode
Raising Industry Standards Using Tech and Innovation with Katherine Campbell
Feb 10, 2023
Podcast Episode
1

Fiercely committed to building Total Expert into a world class technology company through incredible people and a relentless focus on innovation and getting better every single day.

I have dedicated my life to staying ahead of trends and creating incredible value for our customers as CEO of Total Expert.

Areas of Expertise:

-Digital transformation in financial services
-SaaS/Fintech
-Sales and Marketing leadership and strategy
-Customer Loyalty
-Real Estate and Mortgage Lending

4
articles
1
infographic
8
podcast episodes