Performance-driven and motivated professional with demonstrated success in all aspects of financial planning and wealth management, with a keen focus on identifying client needs. Remarkable efficiency in devising and executing numerous processes for continuous relationship building and goal achievement. Proven track-record of developing and improving new prospects. Skilled in establishing and maintaining robust relationships clients and stakeholder. Expertise in public speaking and communicating and training multi-cultural teams.
Designed the Juvenile Treatment Court and its components across a multi-disciplinary system, such as the judiciary, community based organizations dealing with substance abuse/mental health, local school districts.
Life, Accident & Health Licensed (NY, VA)
Series 6, 63
Personal Lines Property and Casualty
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