AREAS OF EXPERTISE: * Problem Analysis & Resolution * Credit/Lending Sales * Office Management * Cost Basis Analysis * Compliance/Risk Management * Developing/Managing Client Relationships * Oral & Written Communications * Proficient with MS Office, Word, Excel & PowerPoint * Held NASD Series 7, 6, and 63 Licenses

Highlights:

• Management
• Sales
• Series 7
• Wealth Management
• Accounting
• High Net Worth
• Series 6
• Sub-ledgers
• Compliance
• Manager Wealth Management Series 7 Series 6 Series 63 Compliance MS Office