Resourceful,creative,loyal high energy professional with exceptionak interpersonal,communication and leadership skills

Highlights:

Responsible for processing 30% of Brokerage Direct Rollovers to keep clients that had assets over $100k

Companies I like:

LpL, Merrill Lync, Charles Schwab

P&L responsibilities
Technology Solutions
Sales Support
Leadership

• Investnents
• IRA
• Brokerage Specialist

Presently promote international and domestic travel activities.Assisted with retaining company assets in keep high clientel business.