
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 9 years of success supporting client financial goals through asking open ended questions, being an intuitive listener, and showing empathy. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Very proficient memory when remembering customers names and faces, to make them feel welcomed! Leader among team members, with guidance and assistance.