Experienced and innovative professional with expertise in Marketing, Finance, Client Services, managing my own personal work and achieving high level of success well before given deadlines, all while demonstrating resourcefulness, organizational ability, high level personal service and foresight. Advanced knowledge of how tasks performed by different departments, as well as interactions between various disciplines, affect one another. Ability to work within a diverse team and build positive relationships with both clients and colleagues in individual and group settings. Excellent interpersonal, written and verbal communication skills, works well in pressure and deadline situations and able to adjust priorities when necessary. Proven ability to manage my own work and make quick decisions to ensure results. Able to employ problem solving techniques to assist in logistics planning and decision making. Creative innovative thinker, with intuitive abilities using analytical thinking and logic. Ability to work with minimal direction and to communicate and network professionally, with all levels of colleagues, including senior management. Able to commune performance expectations and supply metrics to monitor company growth. Strong awareness of external business drivers, including economic indicators, distribution channels, and client feedback.
FINRA Series 7 & 63 Licenses
FINRA Series 7 & 63 Licenses