Experienced financial professional with a strong background in marketing financial services and building client relationships. Skilled in assessing clients' financial situations, including investments, asset allocation, savings, and retirement planning. Proficient in developing tailored financial strategies that align with clients' goals. Committed to staying informed on financial markets, economic trends, and new financial products through continuous education and active participation in professional organizations.
Ability to negotiate with other party to achieve the best solution, good in producing clear, accurate and well formatted documents and reports. Evaluating data statistically, identifying, researching, solving problems and making appropriate recommendation, flexible and adapt quickly to the changing needs of the organization.