I am a driven and goal oriented individual working to start a career in financial planning with a goal of obtaining a CFP certification. Currently I have passed the SIE and started studying for series 7 exam.
I am dedicated to meeting team performance objectives and achieving set targets. Offering 8 years of extensive leadership experience in Retail wholesale industry. Committed individual well-versed in providing thorough training, setting team goals and developing innovative strategies. Superb oral and written communication skills paired with excellent time management and leadership abilities.
Customer focus
Influencing skills
SIE Certification
Motivational
Team leadership
Employee engagement
FINRA - Securities Industry Exam
FINRA - Securities Industry Exam