Work:
JP Morgan Asset Management
Account Officer, Private Wealth Management
Lincoln Financial Group - Radnor, PA
Internal Wholesaler
ING USFS - West Chester, PA
Sales Associate
ING USFS - West Chester, PA
Sales Support Scheduler
Education:
University of Phoenix - Wayne, PA
Bachelor of Science in Business Administration
Skills:
Excellent interpersonal skills. Proven negotiating and communication skills with third parties, including extensive phone skills. Excellent organizational skills with the ability to handle multiple time sensitive tasks simultaneously. Exceptional ability to meet strict deadlines while maintaining close attention to detail. Exceptional research abilities with the ability to quickly analyze data and draw relevant conclusions. PC knowledge (Microsoft Office Suite, Salesforce.com). Fluent in Spanish (oral and written) and Italian (oral). Series 6, Series 7 & 63 licenses.