A skilled financial professional with 30 years of financial services industry experience who expertly creates customized financial strategies to meet client needs. Diligent and driven Investment Advisor Representative
who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
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Created strategies to develop and expand existing customer sales, resulting in a 4% increase in annual sales.
Originated over $2,000,000 in personal volume through professional networking, loan reviews and marketing.
Social Welfare
•Skilled at and aptitude for assessing client needs, providing applicable solutions and recommendations, and building customer relationships based on mutual trust in order to optimize sales opportunities
•Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
•Thrive on engaging with customers; can begin a conversation, handle objections, demonstrate patience to teach etc.
•Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
•Excellent oral and written communication skills with strong influencing skills
Companies Worked For:
School Attended
Job Titles Held:
Degrees
