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A 15 year veteran in Customer Service Supervision with 8+ years in Managerial Operations. I am accustomed to handling confidential records with a high level of integrity while safeguarding our client's information from disclosure. I possess strong interpersonal and written/verbal communication skills in addition to problem solving, decision making, personal/commercial insurance, investment management and financial reporting. Diversified Financial Specialist skilled in financial planning and offering competent consultative advice and counsel to clients. Educates clients on retirement planning, taxes, and debt management. Works with internal and external customers assesses needs, processes and functions to make informed critical decisions and achieve objectives. Knowledgeable Insurance Representative promoting more than 10 years' expertise successfully working for organizations in the Personal lines, health , life market. Courteous and cordial with a desire to take on challenges at a new company.

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Results-driven business finance graduate from Piedmont University in May 2025. Skilled in portfolio management, Excel (pivot tables, VLOOKUP, data visualization), and delivering actionable insights. Strong team collaborator with a track record of leadership and networking, eager to apply analytical expertise in corporate finance, banking, or financial management to optimize strategic decision-making and drive organizational growth.

James Serge Kany

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Financial Professional Associate

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Associate of Science - Information Technology

Associate of Science - CyberSecurity

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Financial Professional Associate

Process Associate

Associate of Science - Information Technology

Associate of Science - CyberSecurity

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