A highly driven financial services professional eager to continue a successful career utilizing skills to make positive contributions towards the success of fast paced and evolving organizations while also allowing for personal growth and development. Proven leader and problem solver with capability to multi-task in a high-paced environment with minimal direction from supervisors. Strong communicator and project manager with the ability to drive positive change through effective collaboration.
Supervised a team of FINRA licensed Client Service Associates with the goal of providing exceptional client experience. Acted as the primary liaison with our many internal partners to develop and implement creative solutions for clients. Targeted key metrics by managing my team's daily work volume and transactions accurately, within established deadlines and in accordance with existing policies and procedures. Contributed to key client acquisitions and retention proposing customized solutions to meet changing client needs.
Series 7, 63, and 24
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