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Associate Principal Engineer

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Premier Banker II / Registered Investment Representative with current Series 7, 63, 65, Life, Health and LTC License. Also, NMLS and Notary Public. Experience includes knowledge of a broad array of financial products and presenting through banking channels, as well as full service, and discount brokerage. Skills include: Management, Leadership, Lending and Small Business Banking.

Seeking to utilize my background in Collateral Analysis and Banking by researching, analyzing, and assessing documentation, including review of market data, to ensure the highest level of quality and compliance within risk analysis, to align with the Financial Analyst II objectives, and grow my skill set.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Diligent and driven professional who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills. A solid leader who successfully followed through with team goals and expectations. Skilled at learning new concepts quickly while working well under pressure. Ability to multi-task, organized and very detailed oriented. Excellence customer service with proven results in face-to-face, online and call center environments. Proficient knowledge in Microsoft tools (Word, Excel, PowerPoint, Access, Outlook, etc.), etc. Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Dynamic Business Execution Consultant with a proven ability to streamline processes, enhance operational resilience, and drive compliance across multiple business lines. Seeking to leverage expertise in business continuity planning, risk management, and stakeholder engagement to support organizational efficiency and strategic initiatives.

Customer service professional with 4+ years of experience supporting customers in healthcare, insurance, and education environments. Experienced in providing empathetic, clear support related to health and benefits, documenting interactions accurately, and assisting individuals through phone and live chat platforms. Comfortable working independently, managing high-volume requests, and using CRM and internal communication tools to deliver consistent support.

An organized and dependable experienced Medical Administrative Specialist with a 2-year record of successful record keeping, providing excellent customer service and communications, proficiency with Kronos and Epic software systems, and other cross-functional tasks. Focuses on maximizing employee performance, team productivity and quality assurance with effective training programs. Working directly with department managers and directors to create a seamless work environment for staff. Looking to leverage overall 3 years of Medical Administration , Marketing/Sales and Customer Service support to take on a dynamic role within Healthcare Administration.

Talented Sales Representative with a proven track record and multiple achievement awards. Highly effective and
knowledgeable in techniques used to close sales opportunities.

A Certified Hairstylist with extensive customer service background. Successful at exceeding salon product sales goals through persuasive client consultations. Motivated by love of aesthetic improvement and desire for customer satisfaction. Committed to ensuring exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.

Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.

 Dedicated and attentive personal banker with extensive retail banking experience in customer service and account management. Seeking a challenging position in customer service within the equities industry, leveraging a proven track record of providing outstanding customer support and in-depth knowledge of financial products and services. 

Leonardo Marcano

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Personal Banker

Lead Teller

Inventory Auditor

Retail Store Manager

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Some College (No Degree) - Marketing and Advertising

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Personal Banker

Lead Teller

Inventory Auditor

Retail Store Manager

Some College (No Degree) - Marketing and Advertising

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