Licensed banking professional with extensive experience in client relationship management, financial advisory services, and branch operations. Proven track record in risk assessment, policy adherence, and delivering results through strategic planning and service excellence. Adept at conducting detailed reviews, identifying operational gaps, and collaborating with management to implement effective solutions. Recognized for adaptability, professionalism, and the ability to build strong partnerships across all organizational levels. Proficient in cross-selling financial products, team leadership, and thriving in fast-paced, compliance-driven environments.
Colorado Life & Health License • Since 2023
Series 6 – Investment Company and Variable Contracts Products Representative • Since 2023
Securities Industry Essentials® (SIE®) • Since 2023