A versatile professional adept at repositioning assets to maximize profits and build sustainable relationships. Especially efficient at working within challenging business markets. Specialize in developing accurate business models and achieving goals through team building and data liberation. Previously a Registered Investments Principal (Series 7, 66 and 24) with Insurance licenses (Personal Lines / Medicare / Life & Health), Notary Public, VITA (Volunteer Income Tax Assistance) preparer with Access Level IV certification. Working on my CFP(r) designation. Have been learning Python and various reporting/project management tools in my free time.
Listed skills include Leadership, Management, Marketing, Analysis, and 25 others.