Licensed FINRA Series 6 Financial Services Representative with over 5 years of experience in the insurance and annuity industry, supporting U.S.-based clients with account servicing, investment-related inquiries, and financial transactions. Experienced in delivering exceptional customer service while ensuring compliance with regulatory and industry requirements. Holder of both the FINRA Securities Industry Essentials (SIE) and Series 6 licenses, with a strong understanding of annuities, retirement accounts, and financial services operations.
In addition to my financial services background, I have leadership experience as a Team Lead, where I coached and supported tea-----------mbers, drove performance improvements, and fostered a customer-focused culture.
I am currently expanding my career into the Virtual Assistant field, leveraging my expertise in customer support, email and calendar management, data entry, research, CRM systems, reporting, and administrative coordination. Known for being highly organized, detail-oriented, and adaptable, I am passionate about helping businesses improve efficiency, streamline operations, and deliver outstanding client experiences.
