Innovative startup founder with a strong background in financial services. Known for strategic client engagement and effective problem-solving, facilitating impactful financial presentations and comprehensive planning that meet dynamic client needs.
Overview
1
1
Certification
1
1
year of professional experience
Work History
Financial Services Professional
New York Life & NYLIFE Securities
Pittsburgh
06.2026 - Current
Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
Assisted in preparing comprehensive financial reports and impactful presentations for clients.
Collaborated with team members to develop and implement effective client service strategies.
Startup Founder
Self-employeed
Pittsburgh
07.2025 - Current
Developed business plan to launch startup venture.
Oversaw marketing campaigns to enhance brand visibility and foster customer engagement.
Managed daily operations to streamline workflow and optimize resource allocation.