
Client-focused professional with over 8 years of experience delivering tailored solutions, managing risk, and building trusted relationships across legal, business, and financial services. Proven ability to drive sales, support branch operations, and ensure regulatory compliance in fast-paced environments. Currently pursuing an MBA at Lasell University, bringing strong financial acumen, problem-solving skills, and a results-driven mindset to support clients’ financial goals while ensuring operational excellence and adherence to regulatory standards. Recognized for customer engagement, team collaboration, and identifying growth opportunities.