
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Conversational & fluent written and spoken Spanish
Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint, Access), internet research, and social networking
Excellent communication, interpersonal, public speaking, time management, organizational, and leadership skills
Ambitious, enthusiastic, positive, hardworking, assertive, motivated, goal oriented, honest, highly professional
Ability to adapt quickly to challenges, changing environments, and new firm initiatives