Qualification Summary An accomplished business relationship manager, focusing on the affluent market. Strengths include relationship building, business development and service delivery. Confident and persuasive communicator, offering high caliber listening, presentation and closing skills complimented by public speaking expertise. Ability to multi-task in a high energy environment with time restraints, including Stock Market sensitivity. Client driven focus is characterized by a high degree of dedication, trustworthiness and integrity.

Highlights:

• Financial
• Planning
• Client Prospecting
• High Net Worth
• Financial Management
• Management
• Documentation
• Financial Analysis
• Wealth Management
• Insurance