Financial services professional that is performance-driven, leveraging 12 years of experience in the finance industry, operations, and client services.-High-energy professional with experienced background in finance, operations, team building, public relations, and investments. -Skilled in financial planning and able to prioritize effectively, multi-task and achieve objectives within timely manner.-A clear and dynamic communicator with Financial Advisors and partners to effectively leverage my experience and knowledge in operations management and investment strategies. -Known for building strong relationships both professionally and personally.-Motivated self-starter; able to spark interest and take initiative.-Organized, detail-oriented, and reliable.