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To be able to help guide a company through financial analysis, sales and guidance per my professional experience and knowledge. I have had great success owning and operating a financial consulting business, raising significant funds for several non for profits and working closely with government officials in order to advocate for others.
Tags for this Online Resume: Financial
Work with high net worth individuals to create and implement comprehensive financial plans.
Over 16 Years- Experience in the Financial Service Industry To obtain a challenging position within a service oriented organization that will allow me the opportunity to fully utilize my administrative and communication skills with the potential for growth, advancements and achievements.
EXPERIENCE: Accomplished and client-centric financial services professional with more than 10 years of experience performing comprehensive client needs analysis and delivering strategic financial recommendations to achieve objectives. Focused on relationship building and management, serving high net-worth clients, meeting and exceeding organizational goals. CLIENT RELATIONS: Strategic problem solver with a proven ability t...