Creative professional with extensive experience in the financial services industry. Performed various roles with increasing levels of responsibility. Known for my ability to master a position quickly. Have a passion for providing excellent, concierge-like customer service. At my best when learning ...more

Creative professional with extensive experience in the financial services industry. Performed various roles with increasing levels of responsibility. Known for my ability to master a position quickly. Have a passion for providing excellent, concierge-like customer service. At my best when learning new things. Considered a resourceful problem solver and a direct and clear communicator. Hold series 65 securities license. Studying finance via Kaplan University. Competencies: financial analysis, research, business operations and management, project planning and coordination, budget management, client service, scheduling, event coordination, and marketing operations and outreach.less