Detail-oriented financial professional with 18+ years of experience in asset management, customer service, and compliance. Strong legal background enhances ability to assess financial risks, analyze loan applications, and provide strategic financial advice. Skilled in relationship building, sales, and ensuring regulatory compliance. Seeking to leverage expertise in financial services and client relations for a Loans Officer role.
CSI Certificate - 2025
Brock University - 2024 (IELP)
Niagara College - 2023 (ESL)