ABOUTExperienced operations and business developer with a demonstrated history of working in the Wealth Management/Financial Planning, O&G supply, Renewable Energy, and Real Estate Investment sectors. Adept at analyzing/refining organizational procedures and developing efficiencies to strengthen results. Relish teaching and sharing intangible concepts. Adroit cultivator of strategic relationships/opportunities, coordinating with teams to execute on campaigns therefrom. BA in Finance, focusing on portfolio management (PM) and real estate investment analysis (REI). AREAS OF EXPERTISERelationship Development & Management, Customer Engagement, Financial Goal Analysis, Portfolio Analysis, Portfolio Balancing, Customer Satisfaction, Strategic Partnerships, Business Operations, Operational Efficiencies, Microsoft Excel, Analytics, and Renewable Energy.
Listed skills include Series 7, Wealth Management, Asset Allocation, Securities, and 26 others.