Highly motivated, Financial Services professional with experience building long lasting client relationships. Detail-oriented quick learner with the ability to analyze data, interpret results and provide actionable insights based on thorough research and collaboration amongst team members. Viewed as a trusted partner, delivering a best-in-class customer experience while working in fast-paced demanding environments.
Highly skilled in:
Leadership | Relationship Management | Investment Advisory | New Business Development Communication Skills | Investment Strategy | Financial Products
Identifying new prospects and cross-sell opportunities with current clients utilizing book of business to increase sales opportunities.
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