SUMMARY OF QUALIFICATIONS
- One Quarterly Service 1st award and Seventeen service 1st nominations at Raymond James Ltd.
- Three years of industry experience, including Registered Funds, Account Transfers and the CSC
- Excellent interpersonal skills; resolves issues by negotiating the needs of every client group.
- Results-oriented team-player with a friendly, professional manner and a dependable work ethic.
- Minimizes risk to the firm by asking key questions, and balancing speed, accuracy and leadership.
- MSc in Information Systems, BSc in Business Administration and skilled in MS Office and Dataphile.