Accomplished Business Consultant with advanced knowledge of investment management, technology platforms, and business development areas. Highly effective in dynamic, large-scale system environments. Vast wealth management and financial product background. Experienced in solving complex problems in high-pressure environments.
Superb communication skills
Talented public speaker
Advanced problem solving abilities
Superior presentation creation
Lean Six Sigma Black Belt
Certified Change Management Professional
2013 WFA Team Member of the Year
October 2013, August 2015 & July 2017 WFA Team Member of the Month
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