FINANCIAL SERVICES PROFESSIONAL FINRA Series 7, 24, 66, 4 licensed professional with secure knowledge base in retirement investment products and life insurance. Expert in analyzing and defining business and client needs; creating workable financial plans. Possess a strong willingness to learn and ...more

FINANCIAL SERVICES PROFESSIONAL FINRA Series 7, 24, 66, 4 licensed professional with secure knowledge base in retirement investment products and life insurance. Expert in analyzing and defining business and client needs; creating workable financial plans. Possess a strong willingness to learn and take on new projects in order to expand knowledge base. Proven ability to lead seamless implementations of systems within internal teams and external clients and deliver next-generation solutions for improving revenues, margins and workplace productivity. Specialties: customer relations, financial planning, mutual funds, life insurance, management, marketing, microsoft office, needs analysis, sales, sales support, securities, supervisory skillsless