Description
PROFESSIONAL SUMMARY * Over 11 years experience in professionally developing, maintaining and growing client relationships in the finance/sales field. * Proactively took on additional responsibilities to rise from a personal banker to a private client banker in a span of 4 years. * A self motivated sales professional, dedicated to exceeding customer satisfaction using excellent planning and analytical skills honed over the years * Proven ability to manage multiple projects while meeting challenging deadlines. * Certifications - FINRA Series 6 and Series 63 Licenses, New York State Life & health insurance License
Accomplishments
Highlights:
Keywords
