I am a dedicated and reliable financial professional with a proven track record of building strong collaborative relationships and achieving goals. With extensive experience in financial advisory, training, and operations, I am committed to providing exceptional service and support to clients and colleagues alike.Experience:Alight Financial Solutions: As a Financial Advisor Development Trainer, I develop and implement comprehensive training programs, conduct needs assessments, and facilitate workshops to enhance the skills of financial advisors. Previously, as a Financial Advisor, I created tailored financial plans and provided investment advice, staying updated on market trends and regulatory changes. In my role as a TSP Mutual Fund Operations Specialist, I managed large balance accounts for government officials, resolved account discrepancies, and ensured accuracy in financial data reporting.J.P. Morgan Chase: As a Private Client Licensed Banker, I built strong relationships with high-net-worth clients, provided tailored financial solutions, and collaborated with financial advisors to develop investment strategies. I also ensured compliance with regulatory requirements and contributed to high client retention rates through exceptional service and support.WSFS Bank: In my role as Team Lead, I led a team of personal bankers, consistently exceeding monthly goals and implementing process improvements. I conducted performance reviews, managed retention efforts, and cross-trained in various departments to enhance overall team efficiency.Tammie’s Salon: As a Salon Manager, I provided exceptional customer service, implemented business strategies to attract and retain clients, and managed daily salon operations, including budgeting and financial reporting.Regis Salon: As an Area Manager, I supervised multiple salon locations, ensured compliance with company standards, and collaborated with marketing teams to boost salon visibility. I also prepared performance reports and optimized profitability through data-driven insights.Education and Certifications:I am currently pursuing further education at Delaware Tech Community College and Kaplan University, with a focus on macroeconomics and financial certifications. I hold several licenses and certifications, including SIE®, Series 6, 63, 65, 7, CRPC®, life insurance, health insurance, NMLS, and notary