Project Management, Client Service, Process Improvement, Data Analysis, Marketing, Cross-Functional Collaboration
About
Dynamic financial professional with seven years of financial experience in retail banking, credit cards, and investment
products, including mutual funds, ETFs, retirement plans, and brokerage accounts. Proven track record of enhancing
operational efficiency and driving positive business outcomes through innovative strategies and meticulous attention to
detail. Committed to continual professional development, with aspirations of obtaining an MBA and pursing industry-specific
continuing education to stay at the forefront of financial trends.
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