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An innovative individual with extensive work experience within the Financial Industry and most recently, as a Product/Solutions Financial Advisor within the Consumer/Private Client Banking Space. Comprehensive industry background includes areas such as Client Services, Sales, Operations, Product Development, Surveillance and Technology Support. A self-motivator with demonstrated leadership to manage multiple responsibilitie...
Tags for this Online Resume: Sales, Policies and Procedures, Applications, Management, P&L, Project Management, Project Manager, Purchasing, Sales Reports, Licensed, Build Relationships, Support Specialist, Product Knowledge, Electronic Trading Systems, Connectivity, Onboarding, Equities / Options, Financial Markets
Work with high net worth individuals to create and implement comprehensive financial plans.