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.
Portfolio Implementation Associate.
Case Manager (Tier 2 Agent)
Quality Assurance Specialist
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