
Customer service professional with demonstrated ability to build and maintain client relationships while ensuring customer satisfaction. Consistently delivers high-quality service by understanding client needs and providing tailored solutions. Known for collaborative teamwork and adaptability in dynamic environments, leveraging strong interpersonal and problem-solving skills.
General Securities Representative (Series 7) – FINRA
Uniform Securities Agent State Law (Series 63) – NASAA
Securities Industry Essentials (SIE) – FINRA