
Motivated career changer with Series 65 and Life & Health Insurance licenses, and completion of the Securities Industry Essentials (SIE). Background includes undergraduate coursework in Finance. Proven ability to build long-term client trust, manage complex projects under regulated standards, and deliver solutions in a union environment. Strong foundation in investments, insurance-based products, and regulatory compliance. Highly adaptable, tech-savvy, and driven by a strong work ethic. Committed to delivering value and achieving results, with a focus on applying skills to financial services roles that support clients and drive long-term business growth. Willing to obtain additional licenses as needed.