DRHOPES.COM - Key Persons
Terri Moniot has worked with Dr. Hopes for over 10 years. She has a B.A. from Miami University and worked for GE Capital and then Fidelity Investments, prior to coming to Dr. Hopes' office. Terri has a strong background in customer service, training, and financial services. As a broker with Series 7 and 63 licenses, she assisted clients with portfolio decisions and traded a wide variety of securities. As a Quality Analyst she partnered with all levels of management to develop solutions to knowledge and performance issues. As a Corporate Trainer she designed and taught curriculum, helped create and implement an extensive sales and service database, and managed brokerage new hire classes. She co-authored the book "The Sex Offender Down the Street" with Dr. Hopes in 2008.