SUMMARY OF QUALIFICATIONS Self driven, results-oriented professional with thirteen years experience in the financial services industry including extensive experience in executing and supervising transactional processing, cash management, middle/back office functions, project management, and providing exceptional client service. Strong ability to maintain an organized approach in managing daily activities while simultaneously juggling multiple time sensitive requests to achieve optimal efficiency and productivity. Energetically fosters collaboration among team members and business partners.

Highlights:

• Philadelphia
• Princeton, NJ
• Operations
• Supervisor
• Wealth Management
• Family Office Services
• Management
• Retail
• Back Office
• Private Client