As a highly educated and credentialed financial professional with over 13 years of experience cultivating productive client-centric relationships in the insurance and financial services industry, I am ready to obtain a position where I can more fully utilize my abilities in the thoughtful and actionable analysis, planning, and management of individual and/or business resources for clients.

Highlights:

• CFP, MBA, Finance, Advisor, Analyst, Manager, Insurance, Planning, Customer Service, Relationship Management, Sales, Consultant, Microsoft Office, Salesforce.com, Virginia, Pennsylvania