Experienced investment consultant with a proven track record in providing exceptional service and driving sales growth. With a background in finance and a strong focus on client satisfaction, I have been a trusted initial point of contact for high opportunity client service requests. Skilled in conducting thorough research, I excel at assessing client needs and delivering tailored solutions that align with their unique circumstances and objectives.Throughout my career, I have cultivated proficiency in product knowledge, showcasing brokerage funds, products, and services to clients when appropriate. As a dedicated mentor, I take pride in coaching and guiding new hires, helping them seamlessly transition into their roles. My licenses include Series 7 and 66, complementing my Miller Heiman Professional Selling Skills certification.Education-wise, I hold a Bachelor of Arts in Economics, Magna cum laude, from Rutgers University, as well as an Associate of Science in Business Administration from Rowan College at Burlington County.