Energetic and highly motivated professional with strategic and detailed understanding of financial markets, investments, trust management, legal matters, legal research, legal writing and business development. Keen ability to cultivate, develop, and manage client relationships. Extensive experience managing and working with High Net-Worth and Ultra High Net Worth clients and businesses. Excellent interpersonal, analytical and organizational skills. Positive can-do attitude.

Highlights:

• Accounting
• Paralega
• Legal Research
• Project Manager
• Asset Liability Management
• Bank Deposits
• Deposits
• Financial
• Management
• Planning
• Policies and Procedures
• Project Management
• development