CAREER SUMMARY Entrepreneurial financial services professional with a 10 year record of achievement in client retention and sales. Demonstrated success with multi-million dollar sales volume while providing exceptional customer service in highly competitive markets. Adept at consultative selling and client needs analysis. Exceptional mentor and coach. Tenacious in building new business, securing customer loyalty, and forging strong relationships with external business partners. * Building and maintaining client relationships * Motivating teamwork * Research and data analysis * Business strategy and conceptual thinking * Risk management and compliance * Effective sales and presentation skills * Proficient in Microsoft Word, Excel, PowerPoint, Bloomberg and ThomsonONE

Highlights:

• High Net Worth
• Management
• Policies and Procedures
• Support
• Technical Support
• Asset Management
• Brokerage
• Wealth Management
• Sales
• Risk Management
• Series 7
• Series 63
• ChFC
• Relationship