Description
Summary I have 19 years of successful experience within the Wealth management and Financial services industry. During that time, I would describe myself as a diligent and driven Financial Advisor who has achieved success in a variety of roles with increasing levels of responsibility. I have a proven track record as an effective communicator and team-builder with strong analytical, management and organizational skills. Accomplishments Throughout my career I have taken great pride in providing in-depth and knowledgeable planning to help meet my client's financial planning needs. While at Morgan Stanley I was recognized as one of the top 3 in my training class for financial planning. While at First Charter Securities recruited, and trained the top performing securities licensed bank team. My licensed bank team accounted for over 70% of all revenue derived from the licensed bank program. During that time, I also grew my own book of business from $7 million to $70 million.
Accomplishments
Highlights:
Keywords
