Skilled and dedicated financial services professional with experience in acquiring and deepening relationships with high net worth clients with a holistic approach to financial planning looking for an opportunity in Private Banking and Wealth Management. • Demonstrated ability to provide comprehensive solutions to high net worth clients on their entire financial plan • Over 7 years of experience in financial services with a strong knowledge of investments, banking and credit products • Excellent written and verbal communication skills • Highly organized with strong attention to details with ability to work independently • High Proficiency in Microsoft Office (Word, Excel, Access, Power Point) • Working knowledge of Bloomberg • NASD Series 7 and 66 Securities Licenses • CA Life, Health, and Accident being processed