Training

Throughout my career, I developed and conducted numerous in-house training classes on a variety of industry topics.  I have also been a guest lecturer at several Denver area universities and colleges, speaking about a broad range of financial industry subjects.

Transfer Agent Training

As your needs require, I will develop training that can be a general overview of the transfer agent business, or a detailed course on each processing area in a transfer agency.

Broker-Dealer

Identify your needs and I will develop the training.

If you would like more information about my services, please call (303) 476-0699 or complete the Contact page on this web site.