Visionary Financial Professional
Experience in financial analysis, leadership, and strategic planning. A Former Financial Representative Intern and former NABA President, my skills in budgeting, auditing, and client relationship management bring a detail-oriented approach and a passion for wealth management. Ensuring client success through tailored financial strategies and exceptional service. I'm confident in my ability to deliver results and exceed expectations.
Delegation and task prioritization
Financial Strategy Development
Client Relationship Management
Market research and trend analysis
Data Visualization and Reporting Tools (eg, Excel, Power BI)
Problem Solving and Root Cause Analysis
Budget Reconciliation and Auditing
Inventory reconciliation
Time and Resource Allocation
Attention to Detail
Adaptability and Flexibility