Experience through years of working in the financial industry has equipped me with valuable leadership skills, highlighted by the training regimens I've established for new and current employees. I have a specialized knowledge of working within government agency guidelines such as the IRS, FINRA and the SEC. I have fully met and exceeded all expectations while also handling the challenges of such a fast-paced and unique environment, receiving commendable recognition from senior leadership.
Risk management assessor
Excellent communication skills
Excellent time management skills
Phi Beta Kappa Honor Society Member
Microsoft Word, Outlook, Excel, Power Point, Lexus Nexus, & Barx Live Foreign Exchange Trading Platform
Three time Employee of the Month
Employee of the Quarter
Twelve time Departmental top scorer for Call Quality
Raving Fan award winner
As determined by an extensive survey administered by The Gallup Organization.
Discipline, Futuristic, Learner, Relator, Activator
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