I am a dedicated, resourceful and dynamic professional with Customer Service/Sales 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. In 2013, I joined Prudential Financial and worked as one of their Assistant Managers.
In 2017, I started my freelance career. I worked as a Virtual Assistant (Project Based). Currently, I am working as Email Support Associate for Peak Support based in Cambridge, Massachusetts.
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!