I am a professional leader with extensive experience in change management, client advocacy and relationship-building. Throughout the course of my career, I have assisted financial advisors in all stages of the financial planning process from initial client meetings to implementing financial plans to monitoring the outcomes of the plans. Trusted to make decisions that produce results, I anticipate unusual cases and offer solutions to complex issues. Thinking outside the box, I am naturally curious about innovative business growth processes, ideas and trends.My passion for continuously improving projects and processes enables me to navigate through workflows seamlessly and efficiently. I can analyze databases and reports, read financial statements and am quick to learn new software programs. Using my research, analytical and organizational skills, I consistently identify new business opportunities, implement processes to minimize processing errors, enhance the client service experience and act as a resource for team members to grow.I believe in relationship-driven partnerships based on trust, respect and collaboration and enjoy all activities that result in clients achieving their financial goals.