š¹ About Me:
Highly accomplished product development professional with a deep knowledge base of financial products and services and a proven track record of driving strategic initiatives, building successful teams, and establishing key partnerships across leadership levels. I bring extensive experience spanning Agile product development, internal sales, operations, client service, project, and team management.
š¹ Key Skills:
ā¢ Expertise in driving Agile methodologies to streamline product development processes and enhance efficiency, with a focus on delivering exceptional client service and maximizing value for stakeholders.
ā¢ Proficient in identifying opportunities and executing strategic initiatives to drive business growth and meet organizational objectives.
ā¢ Skilled in building and leading high-performing teams, fostering collaboration, and cultivating a culture of innovation and excellence.
ā¢ Experienced in establishing and nurturing partnerships with key stakeholders to drive cross-functional alignment and achieve business goals.
ā¢ In-depth knowledge of fee-based investment advisory programs, mortgages, securities-based lending, and financial planning.
š¹ Open to Opportunities:
Passionate about driving innovation and making a meaningful impact. Open to new opportunities to collaborate, lead, and contribute to the success of dynamic organizations.More...