Financial service professional with 20 years of banking experience in both personal and business accounts and over 10 years in wealth management including research, designing proposals and asset allocation. While I am ambitious and goal oriented, I never forget that people come first. My goal is to work for a company that encourages growth and evolves to meet the needs of the client without sacrificing ethics.

Highlights:

• asset allocation
• wealth manager
• financial advisor
• insurance sales
• customer service
• banking
• financial professional
• portfolio management