Results-focused Private Banker offering resourcefulness and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning. Currently, I am 26 years old and in my fifth year in the banking industry, with four years of experience as an Investment Advisor. As an employee, I am hardworking, goal-oriented, structured, and organized. I thrive both in team environments and when working independently. My primary goal is always to complete tasks to the highest possible standard and in the most efficient manner.
APV1 Investment Adviser Qualification
APV2 Investment Adviser Qualification