Summary Positive, high-energy, team-oriented, financial services professional with proven ability to assess client's needs to effectively promote optimal solutions. Highly motivated self-starter with strong interpersonal and communication skills. Proven talent to develop marketing campaigns to increase revenue. Strong capability in establishing and building strong relationships throughout all levels of an organization based on trust, integrity and the ability to highlight and deliver value. Specialties: PROFESSIONAL LICENSES * FINRA Series 7 and 66