Description
Financial services professional with experience managing transactions and portfolios; contributing to strategic planning; and, initiating and building rapport with affluent individuals and business leaders. Persuades decision makers within financial business sectors through proposals, reports, and correspondence; develops strategies and proposals for generating revenue. Articulates ideas clearly and concisely and possesses excellent social networking skills. Charismatic and possesses excellent client-focused demeanor. Uses active listening skills and a collaborative and consultative manner to resolve countless technical, political, and interpersonal problems among individuals from diverse backgrounds.