Knowledgeable Operational Specialist and dedicated customer service professional with extensive experience in financial services industry. Solid team player with excellent communication skills, positive demeanor and proven skills in establishing rapport with clients. A wide range of financial service experience including mutual fund production as well assets traded with commission and classes as well as a broad knowledge of different types of accounts such as individual, IRA, 401k, and 403b.. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Diligent Customer Experience professional successful at satisfying all types of customers with creative and knowledgeable solutions. Lead team of customer service-focused professionals to improve customer ratings, reduce complaints and increase business.
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Series 63 FINRA License 2006
Series 7 FINRA License 2001
Series 6 FINRA License 2000
Chartered Retirement Plan Specialist (CRPS) 2006
White Belt Drive Certification
In the Process of Attaining
CompTIA Security+ Certification
Green Belt Drive Trained
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