I am a dedicated, resourceful and dynamic professional with Customer Service experience and a successful background in Retirement and Insurance Industry for BPO.
I have 8 years of experience in Customer Service assisting US Financial Advisors and their clients. I started as a Customer Service Associate for Hewlett Packard (HP) in 2009 assisting American customers for their home office need. In 2010, I joined Ameriprise Financial and became a Licensed Brokerage Representative. Currently, I am affiliated with Prudential Financial and work as Team Leader.
I have FINRA licenses for series 6 and 63. I am also a LOMA 280 certified.
I am hardworking with excellent attendance and punctuality records who can work equally well alone or part of a team.
I am negotiable on price and always up for a challenge. I am eager to help and look forward to serving you!