As a highly accomplished Wealth Management Advisor, I have 20 years of well-rounded and diverse experience. I am skilled at developing deep and strategic relationships with customers while serving as a valuable point of contact. I am known for driving customer value while consistently exceeding expectations. I am recognized as an expert in maximizing strengths to identify opportunities that drives efficiency, improves operations, and provides sound leadership. I excel in challenging and growing environments and am committed to enhancing processes that influence customer satisfaction.