Collaborative and driven Finance professional with 6 years years of expertise helping clients attain financial goals. Trained in investment management and advising, customer service, trade settlement & reconciliation and asset & liability management. Collaborates closely with clients to optimize specialty financial plans and profitable outcomes. History of delivering tailored client service while responsibly driving business development. Using my experience to continually be a value-added instrument to a success-driven team. To continually learn and excel in the Finance and Investment world with desire to reach the peak of my career.
I am interested in learning and exploring diverse cultures and connecting with new people.