TECHNICAL SKILLS:
Software: R (Proficient), SQL (Proficient), Python (Intermediate), Matlab (Beginner), SAS (Intermediate), Microsoft Suite (Proficient), SAP
SUMMARY:
Proactive, results driven, professional with extensive experience in financial planning, modeling and sales profitability analysis.
Experienced
SUMMARY:
Offering 23 years of successful experience as a Financial Planner/Advisor as well as credentials which include CFP and ChFC professional designat
SUMMARY:
Relationship retention and asset accumulation results: A professional work ethic, positive attitude, proven interpersonal and listening skills, c
SUMMARY:
In charge and responsible for standalone and consolidated financial statements STAT and GAAP audit for nonprofit, insurance and reinsurance clien
SUMMARY:
A competent, skilled and results - driven professional with several years of experience, and a strong record of achievement in providing the nece
SUMMARY:
Wealth Management Professional To use my extensive professional skills to work with a team to help individuals achieve their financial, retirement a
