
Client-focused financial professional with over two years of experience managing accounts, self-motivated to ensure accurate processes, and a passion for helping people. Skilled in financial data analysis, precise documentation, and building relationships by diagnosing and resolving client inquiries. Adaptable in fast-paced environments, recognized for discretion, a steadfast commitment to confidentiality, and effective collaboration with diverse teams and business partners. Successfully obtained all required licensure for a previous role independently within 90 days, demonstrating initiative and dedication to professional development.