Qualifications: * Goal and detail oriented * Analytical problem solver * Strong work ethic * Quick learner and efficient worker * Proven leadership skills * Team Player, dependable and responsible * Strong organization and communication skills * 18+ years in wealth management bringing a strong wealth of knowledge and experience * Always seeking to add value to ensure the company's goals are met and exceeded Experienced with PACE and AMS banking software systems Recent Achievements: * Created a new account opening form to improve operational efficiency in opening accounts in a timely manner. * Implemented a quality control process which improved the quality rate of account opening activities and transactions.

Highlights:

• Audit
• Cash Management
• Documentation
• High Net Worth
• Management
• Securities
• Security
• Wealth Management
• ACH
• Process Improvements
• High net wealth