SUMMARY Sales Assistant with strong industry experience in banking, brokerage, and insurance. Solid track record for quickly developing rapport, establishing, and building relationships with clients. Self-motivated professional with excellent customer service, research, and analytical skills, having exceptional communication skills (oral and written). Team player who can work well independently and as part of a team. Demonstrated ability to follow up and follow through.

Highlights:

• Accounting
• Bloomberg
• Commissions
• Financial
• Financial Management
• High Net Worth
• Management
• Private Client