Experienced Branch Manager with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
I have worked at my current company since September 2000. I started as a customer service assistant and after a couple of years achieved my licenses and training to become the branch manager.
My duties include: Staff hiring and training; supervise compliance and regulatory processes in the branch to ensure compliance to the rules. Review all documents coming in and out of the branch. Approve advertising requests. Maintain a profitable profit and loss in the branch. Review and input client investment goals and risk tolerance to ensure performance reports are accurate.
Obtained my insurance license in 1993. Currently hold the Series 7, 66, 9, 10 and 33 financial licenses.
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