High-achieving financial services professional with 7 year history of success in wealth management and financial planning. Dedicated and organized financial professional seeking new opportunities to drive sales and growth. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Talented at managing competing priorities to accomplish challenging goals. Consistently exceeds company objectives to secure client satisfaction and loyalty.
Series 7, 63, 65
Life and Health Active
CRD # 6244633
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
Job Titles Held: