Fifteen years of professional career in financial brokerage industry. Acquired desirable skill set of building client relationships and selling investment products & services. Recently worked as a registered investment representative for eight years and performed a leadership role of senior investment consultant and branch coordinator. Series: 7,66 & 24.

Highlights:

* Business development. * Prospecting new clients and maintain high value client relationships. * Portfolio review and risk analysis for individual investor. * Execute recommended portfolio plans. * Customize investment strategies according to the investor’s goal and objectives. * Branch co-coordinator for business plan and implementation.