An articulate, highly-confident and methodical Wealth Management professional, with experience, and a proven record in planning, management and leadership, who displays resilience with challenges and changes in complex environments. Works independently and equally as well, in team settings; interacts effectively with all levels of management and staff, and cultivates excellent employee and customer relations. Consistently demonstrates abilities as an innovative thinker who uses sound judgment in finding solutions, works with ease on several projects simultaneously and completes tasks in an efficient, accurate and timely manner. Possesses skills as a written and oral communicator, and is a de