Sharp financial professional whose talents shine in a competitive, innovative and creative environment. Track record of overseeing operations, increasing sales, improving client retention and growing customer base.
Series 7: General Securities Registered Rep (2007) Series 63: Uniform Securities Agent State Law Exam (2007) Series 65: Investment Advisor Representative (2009) Pennsylvania Insurance License: Life, Health & Variable Annuity (2012)
Accounting, Interpersonal Communication, Client Management, Brand Conversion, Career Counseling, Documentation Management, Financial Analysis, Graphics, Mac OS, Management, Marketing Strategies, Global Market Analysis, Microsoft Office, Windows, Order Entry Processes, Computer Programming I, Quicken, Fundamental Research, Retail Sales, Sales Management, Securities Strategy, Strategic Implementation, Teaching, Telephone Sales
International Experience: Semester Cross Cultural, Lusaka, Livingston, and Ndola, Zambia (Spring, 2005).
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