Accomplished, achievement-driven FINRA licensed representative in the financial service industry. Eager to learn new skills, take on challenges, and also willing to complete any education / licensing examinations necessary for career growth and advancement. Excels in gathering client information, analyzing data, effectively communicating direction and convey complex information in a clear concise manner. Proficient in having consultative conversations, educating clients on the importance of making the best decision for themselves. Work well in cross-functional teams to achieve goals. Value is added by maximizing productivity through detailed analysis as well as in process improvements. Online background verification report available for review.
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Portfolio Implementation Associate.
Case Manager (Tier 2 Agent)
Quality Assurance Specialist
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