I am an ambitious, futuristic, and strategic problem solver. I strive to make a lasting impact on the people around me and the clients I serve. I embrace a positive, optimistic and upbeat attitude daily. I strive to harvest continuous improvement (Kaizen) in Growth & Development; Personally, Professionally, and Financially. The minute you stop growing you will be surpassed in the blink of an eye. I am focused on making data-driven consumer and business solutions to create meaningful value. I excel when working in collaborative groups to solve operational and financial problems. I thrive in dealing with analytics and statistics to draw meaningful insights and solutions. I have experience with both Salesforce and Microsoft Office 365 Dynamics CRM platforms. My five-year plan includes:Currently, I am working as a client service/ operations associate in a premier financial planning practice. I am studying for the SIE, 63, and Series 7 exams with an anticipated completion date of December 20th. I will continue to network and volunteer in the community in many avenues. I am eager and have a serious commitment to pursuing a career in the financial services industry. By 2027, I aspire to have earned a leadership position. I will continue to work towards industry certifications including but not limited to CFP. Also, I aspire to travel the world, so beginning that. By 2029, Paid off my student loans.