Years Of Experience
Projects Completed
Certifications
My Skill Set
Managing high-value client portfolios, building trust, and delivering personalized financial advice to enhance retention and customer satisfaction.
Supporting clients with onboarding, account servicing, and investment planning while ensuring full adherence to regulatory and AML standards.
Maintaining accurate transactions, audit documentation, and process integrity to ensure financial compliance and policy implementation.
Why Choose Me
Managed 70+ portfolios worth $5M+, achieving 25% AUM growth and 92% client retention through custom investment strategies and team leadership.
Addressed 150+ student concerns, reducing unresolved cases by 25%, while leading 8 cross-campus events boosting participation by 35%.
Processed 300+ daily transactions with zero errors, balanced 5 tills per shift, and improved sales turnover by 20% through optimized product placement and audit compliance.
DEGREE
Branch Manager
Senior Financial Supervisor