FINRA Series 65 licensed client services professional with over 7 years of experience in Financial and Professional Services; including Wealth Management, Accounting, and Hedge Funds. Proactive, self-motivated and hardworking professional, who enjoys working in teams, has natural leadership abilities and possesses a high attention to detail and a passion for interacting with and helping others. Proven track record of quickly learning new skills and technologies, and effectively applying them in multiple professional roles.