Personable and solution-oriented, always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 15 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Diligent, with a proven track record in fostering strong business relationships and driving impactful client engagement strategies. Successfully facilitated numerous collaborations resulting in enhanced client satisfaction and retention. Demonstrated ability to leverage negotiation and conflict resolution skills to achieve mutual business objectives.