Professional with extensive experience working in the financial services industry including the management of retirement plans, annuities, managed assets and mutual funds. Throughout my career I have demonstrated proficiency in these areas, and also the capability to establish profitable working relationships with investors, financial representatives and management. I have developed credibility in these areas of wealth management through the variety of positions held and my initiative in obtaining numerous professional licenses through self-study. These roles have also resulted in the development of my sales and marketing knowledge and required significant attention to detail and quality assurance. stock trading, investment management and personal securities transactions - Proficient with Microsoft Office and database software - Adept financial analysis and problem-solving skills - Experience with project management and employee supervision - Ability to work in a dynamic environments and satisfy high expectations

Highlights:

• Billing
• Profit Sharing
• Software
• Distribution
• ERISA
• Financial
• Management
• Marketing Management
• Marketing Support
• Microsoft