Knowledgeable and dedicated customer service professional with extensive experience in Financials Service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. 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.
LICENSES & CERTIFICATIONS
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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