Highly organized and results-driven professional with experience in providing comprehensive client service to sophisticated financial institutions. Exceeds targets, utilizes consultative sales approach, and leverages technical expertise to build relationships with clients. Skilled in gathering data and identifying customer needs while providing effective solutions to meet goals. Experienced in navigating complex financial products, analyzing market data, and providing accurate reports. Motivated professional with a proven track record of success in developing and maintaining relationships with clients and providing exceptional customer service. Skilled in analyzing market trends and developing strategic plans to maximize financial investments. Experienced in executing transactions and providing in-depth market analysis to clients. Persuasive Trader with 7 years of experience. Adept at making fast decisions and working under pressure. Successful at raising profits and maintaining financial stability.
Pursuing CFA Level 1
Pursuing CFA Level 1