Personable customer service professional offering over 7 years of experience resolving account and service concerns for financial services customers. Smoothly uncover and solve challenges while promoting company products and maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team success.
Real Estate Agent, REALTOR State of California (Inactive-Currently pursuing TX licensing)
Life and Health Insurance Agent, State of California (Inactive - Currently pursuing reinstatement in TX)
Series 6, Investment Company, Products/Variable Contract Representative (licensed for 6 years while living in CA)
Series 63, Uniform Securities Agent State Law Exam (licensed for 6 years while living in CA)