With over 13 years of experience in Finance,business development and management, I have honed my skills in optimizing operations and achieving strategic objectives. As an accomplished Associate Financial Advisor, I bring proficiency in Scrum mastery, website design, and project management. I am ready to leverage my innovative expertise to elevate sales and enhance customer care functions.
I possess exceptional relationship-building and problem-solving abilities within the financial domain. My dynamic and reliable nature is complemented by outstanding customer service and communication skills. As a self-driven team player, I excel at fostering partnerships and establishing enduring relationships across diverse demographics and management tiers.
An energetic professional in financial services, I am highly proficient in collaborating with clients of varying backgrounds and levels. My friendly and adaptable approach has resulted in over three years of successful support for clients, guiding them toward their financial goals through insightful investment strategies.