Financial Services Professional with Management Experience


  • Permanent
  • USA Work Ready
  • Microsoft Office Suite

  • Series 66

  • Siebel


  • Series 7

  • Call Center Management

  • Oracle

  • Compliance

  • Service Level Agreements

  • Series 24

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  • Job Posted: Tuesday, March 17, 2015

  • Expires On: Saturday, August 02, 2014

  • Job Type: Permanent

  • Desired Salary: $70000.00/yr

  • Work Authorization: Resident/Citizen

My resume highlights my ability to excel in customer service roles in a financial services organization. I spent seven years with LPL Financial, most notably managing and coaching the pilot team for a new service center model for the organization. After this, I held compliance positions with both LPL Financial and BMO Harris Bank. My time in compliance reinforced my passion in customer facing roles and delivering an extraordinary customer experience. I bring accountability, adaptability, and innovate thought to all positions and want to help a growing company succeed.
  • Chicago, IL