Description
My career history spans over 23 of financial/trade operations, investment/client service experience with 13 years in Trust Administration. I focused on analyzing and providing solutions for a complex and high net worth client base while exceeding compliance requirements. I'm looking for a growing company that shares my focus of exceptional client service and excelling compliance regulations. In the past I passed and held Series 7, 63, Life/Health and Variable Contracts licenses and if required would look forward to passing the test(s) again. After reviewing my resume you feel I may be a good candidate for your firm, I welcome the opportunity to meet with you to discuss my credential in a time and place convenient to you.
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