Bi-lingual financial services professional with over a decade of experience in wealth management, banking operations, and retail sales. Fluent in English and Spanish, with a proven ability to connect with diverse clients and deliver tailored financial solutions. Known for collaborating with dynamic, cross-functional teams to drive measurable results in client satisfaction, portfolio growth, and operational efficiency. Currently managing client relationships at Merrill Lynch, leveraging strategic financial planning and data-driven insights to support long-term asset development. Actively integrating AI tools to optimize workflows and elevate the client experience. Eager to continue growing with a forward-thinking organization that values innovation, leadership, and professional development.