PROFESSIONAL SUMMARY A results driven professional with experience in leveraging internal business partners to source and assess the needs of clients. Motivated operations and customer service specialist with over 10 years of experience in a fast-paced, team-based environment. A valuable team member who communicates with clients and management to drive the success of the firm. CORE STrENGTHS * Exceptional Oral/Written skills * Proficient in MS Word, Excel and PowerPoint * Strong Analytical Skills * Excellent Organization and Multitasking Ability * Strong Client Relations * Fidelity Wealthscape and Wealthbox * Salesforce-CRM

Highlights:

• Management
• Banking Industry
• Derivatives
• Due Diligence
• Fraud
• Information Technology
• IT Management
• P&L
• Portfolio Management
• Analytical Skills