
Analytical and client-focused financial services professional with a strong track record of driving revenue growth and building high-value client relationships in performance-driven environments. Holds the Securities Industry Essentials (SIE) certification and is currently pursuing the Florida 2-15 Life & Health License, with active preparation for Series 7 and 66 sponsorship. Demonstrates a proactive, results-oriented mindset with the ability to execute under pressure, consistently exceed targets, and develop long-term client relationships aligned with wealth management objectives.
Directed full-cycle business operations, boosting revenue by approximately 25–40% through strategic direct-to-consumer initiatives.
Optimized sales funnels and marketing strategies, enhancing conversion rates by an estimated 15–25%.
Analyzed performance metrics to identify inefficiencies and implement process improvements that increased profitability.
Managed customer base growth, achieving high satisfaction and repeat purchase rates.
Led teams in fast-paced entrepreneurial environments, ensuring consistent performance outcomes.