Results-oriented Certified Management Consultant (CMC) and Financial Services Professional embrace advanced abilities acquired via training and experience to expand their customer base and increase revenue. Trusted resource for strengthening client relationships and assisting advisers in managing and growing their businesses. Adapts to the continuously changing business and technological environment. Highly effective. Professional at working with clients from all levels and backgrounds. Friendly and approachable, with an adjustable attitude. Exceptional expertise in corporate finance, business and financial advisory, banking, and family business.
Highly motivated Senior Financial Advisor with a track record of converting prospective leads into profitable clients. Poised and smart, with substantial strategic and client engagement experience. Proven history of accuracy and excellent client service. The options include over 50 SMEs and major firms, as well as 50 courses and a global convention.