MANAGEMENT TEAM

Who Invited You is owned and operated under the leadership of Jerrie Ellison Beauford, a seasoned financial professional with over 20 years of experience. Ms. Beauford’s expertise spans various aspects of the financial industry, including licensed stock brokerage, portfolio consultation, Financial Literacy instruction, and Personal Financial Plan development. As the company’s owner and primary operator, she will oversee all aspects of the business while strategically employing staff to fill key positions within the organization.

Ms. Beauford is a creative, forward-thinking, and results-oriented leader with exceptional management and organizational skills. Her strong interpersonal abilities, combined with a proven track record in driving profitability, managing talent, delivering sales growth, forming strategic partnerships, and successfully implementing challenging projects, position her as an ideal leader for Who Invited You.

Her areas of expertise include:

Ms. Beauford’s primary responsibilities include overseeing and directing all business operations in alignment with Who Invited You’s stated goals and objectives. She will leverage her entrepreneurial skills and extensive business experience to develop and implement strategies that will elevate Who Invited You to industry-leading standards, positioning the company as the premier choice for financial education services.

Organizational Structure

Who Invited You will be organized in a way to streamline our business activities and overall business operations, enhance employee performance, as well as focus on providing a flexible and convenient training experience which will, in turn, affect the overall success of the company.