Highly accomplished relationship manager with a strong history of identifying member and client needs and developing strategies as part of client focused and personalized life cycles management plans, utilizing appropriate programs, business partners and corporate resources. Continuously highly motivated to contribute to and be part of a winning team delivering outstanding levels of service to members and clients. Cultivating excellent client relationships through presenting targeted strategies with innovative business development in the financial industry while driving revenue growth and expanding brand awareness has been my business focus for a long time. My personal focus is to continuously develop an understanding of business processes, elevating customer satisfaction and enhance effective problem resolution skills and regulatory compliance. Recognized as an inspiring leader, team member, articulate communicator, efficient problem resolver and analytical thinker. Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured No Financial Institution Guarantee May Lose Value Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors. FR-2401300.1-0119-0221 