I am a financial consultant, data-translator, and all-in learner dedicated to serving our clients. I dive deep into your data to better understand your issues, needs, and opportunities. I obsess over finding you the best solutions and most actionable strategies. I excel in creating dynamic environments that foster understanding and connection, resulting in long-term collaborative relationships. My mission is to make people feel comfortable, knowing that they can reach out to me at any time, and to build a relationship of trust so that we can speak on a more meaningful level.Founded in 1893, Oswald is one of the nation's largest independent, employee-owned insurance brokerage firms. As a proud Partner of Assurex Global, the world's largest association of privately held insurance brokers, our risk management professionals service and support the needs of our clients throughout the U.S. and worldwide. Learn more at www.OswaldCompanies.com.
Listed skills include Insurance, Microsoft Excel, Powerpoint, Microsoft Office, and 7 others.