Throughout nearly a decade, I have accumulated extensive professional experience in Banking and Financial Services, specializing in areas such as Banking, Financial services, Securities processing, Retirement services, wealth management, insurance & annuities. My background includes a successful track record of high-performance Operations, centered on the implementation and scaling of Robotic and Lean in dynamic back-office operations. I focus on customer-centricity, team growth, and the well-being of colleagues. As an employee and leader, I possess a keen understanding of the ‘bigger picture’ with a demonstrable commitment to execution excellence. My strengths lie in process transitions, process excellence, and business development, all while feeling at ease working with cross-functional teams across the organization. Furthermore, I hold a broker license following the successful completion of FINRA SIE and series 6 and series 63.