Description
SUMMARY Highly organized, detail oriented business professional with extensive experience in the Financial Services industry. Possesses excellent written and oral communications skills. Works well with and quickly develops a rapport with all staff levels and customers. Strong ability to follow procedures and to make prudent decisions in vague areas. Experienced in delivering rejections and the explanations behind them. Licenses/Certifications FINRA Series 6,7,24 (63, 66 - inactive) PA Life and Health - inactive Areas of expertise: Customer Service Account Management Client Onboarding Compliance AML/KYC Portfolio Advisement Customer Complaint Handling Problem resolution Outside Business Activity Review Outside Trading Account Review Branch Examinations
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