Omar Rivera Email & Phone Number

I am a versatile and results-oriented professional with experience and achievements combining executive leadership and wealth management skills to gain new business, increase profits, and advance the company’s mission. I have a proven ability to mitigate risk and negative tax implications and continuously demonstrated excellence in portfolio growth, team effectiveness, and solution selling across diverse industries.My expertise lies in driving teams through the development and implementation of strategic financial procedures and systems while establishing effective operational processes and structures to propel business success. My demonstrated ability to supervise strategic financial development and planning—along with my talent in leading staff and operations—positions me to make a significant and positive impact on any organization. I can foster a team culture that is aligned with the company's values and focused on delivering performance as a cohesive unit.I have excellent analytical and relationship management skills and am recognized as out of the box thinker who develops innovative ideas for solving complex problems more efficiently. I am an effective team leader with active coaching, training, and mentoring skills, multi-tasking capacity to work independently and in a team, and the flexibility to meet shifting goals and tight deadlines.I have outstanding verbal and written communication skills with excellent interpersonal and organizational skills to communicate and operate in a fast-paced and challenging environment with multiple departments and the public with a vision to drive the department. I am assured that my commitment to dealing with various roles and activities under high-pressure situations & tight deadlines would yield impeccable results.

Listed skills include Series 7, Asset Managment, Wealth Management, Mutual Funds, and 31 others.