Qualifications Profile Performance-driven, insightful, high net worth/mass affluent Financial Services specialist with a proven ability to achieve and exceed business development and revenue-generation goals. Relationship building expertise in efforts to forge strong connections while maximizing client satisfaction, retention, and repeat business. Reputation for integrity, decision making skills, longevity, and versatility. Proficient in budgeting, forecasting, operations, problem resolution, and technical knowledge. Utilization of team building and communication skills to inspire, mentor, and lead associates in managing client relationships and providing financial services.
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