A multifaceted finance professional with extensive experience in mortgage and insurance brokering, business development, and team leadership. Proven track record of fostering company growth, executing strategic marketing campaigns, and improving client acquisition and retention. Recognized for strong analytical skills, including risk assessment and financial analysis, with a consistent focus on regulatory compliance and customer service excellence. Currently enhancing financial acumen through a Bachelor of Science in Finance, poised for further professional advancement.
Real Estate License
Loan Origination License
Life, Health & Variable Annuities 2-15 License
Property & Casualty General Lines 2-20 License
Real Estate License
Loan Origination License
Life, Health & Variable Annuities 2-15 License
Property & Casualty General Lines 2-20 License