Motivated Team Lead possessing excellent leadership and collaborative abilities. Focused on delivering high-quality client experiences as well as employee engagement. Passion for the transfer process and recognizes the importance of this first critical step in the door. Monitors, trains and encourages employees to improve skills grow individually and as grow as a collaborative team. History of creative problem solving, ability to deliver under pressure, persuasive with strong negotiating skills, and going above and beyond to delivery for clients. Forward thinking with over 10 years experience within Assetmark, accross all teams that touch transfers and extensive SME. THERE IS NO TRANSFER PROBLEM I CANNOT SOLVE! And I stand by that. Successful at implementing new processing, effecting change and focusing on what matters while driving efficiency and ease of processing for employees.
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