Financial Professional | Client Services
Financial professional with a proven history of helping clients pursue their financial goals through excellent client service, financial planning and investment knowledge. Passion for ensuring customer success.
Key Skills & Competencies
Client Relationships, Financial Planning, high emotional IQ, Problem Solver, Investment Knowledge, Communications, Resourceful, Organization, Training & Development
Tech skills: MS Office Suite, proficient in Docupace, Redtail CRM, AdviceWorks ERP
Analyze information and data presented by clients or other parties for inclusion in documents.
Bachelor of Science, Business Economics | State University of New York (SUNY) | Oneonta, NY
SIE exam, FINRA, expected Nov 2021
Certificate, Sustainable Health and Nutrition | The Institute of Sustainable Nutrition | Granby, CT
Certificate, Community Herbalist | The Institute of Sustainable Nutrition | Granby, CT