Dedicated professional with over four years of significant experience providing superior client service in both workplace investing and personal investing environments. Strengths include providing proactive solutions to participants and traders by assessing their obstacles and anticipating their personal end goals. Focused and detail oriented to ensure that complex issues and trades are processed in a timely and accurate manner.
January 2005 - May 2010
January 2013 - Present
Companies Worked For:
Job Titles Held:
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