Results-focused senior Financial Professional with over 10 years of financial advisory and consultancy experience assisting clients with their financial goals. Developing and delivering a compelling and differentiated value proposition inline with firms vision and culture. Process driven with focus on building genuine, long-term relationships with clients to guide them to their financial goals. Collaborating internally and developing constructive and cooperative working relationships with subject matter experts to insure the best possible outcomes for the clients. Researching, analyzing and applying data to identify client challenges and opportunities. Dynamic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with a successful team.
FINRA Series 6
FINRA Series 63
Life and Health Insurance Producer. Licensed in CA,MD,DC,VA
Million Dollar Round Table Qualifier (MDRT) 2017
Prudential Annuities Masters Council Qualifier 2019,2018,2017
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