A driven, hard-working, multi-tasking professional with extensive experience in Retirement/Pension Benefits Administration, Estate Planning, and Investment Tax Management. Possesses extensive financial industry knowledge and benefit plans expertise. Excellent interpersonal skills with a strong customer service orientation and the ability to solve problems, manage projects effectively and make decisions. Adept at working with all levels of management and staff to gain cooperation and promote teamwork.FINRA Registration: Series 63 (Series 6, 7, and 26 expired)US Coast Guard Licensed Captain (OUPV)