
I have over 7 years of experience in Fin-tech, VC firm, Operations and Customer support, excelling in team leadership and management in startup environments. I possess a strong ability to foster positive relationships within teams while driving results. My expertise spans operations management, customer service, and finance, making me a well-rounded professional dedicated to enhancing customer experience and team performance.
Leadership
Great Individual Contributor
Microsoft Excel
Pivot Table
Relationship building
Customer relationships
Relationship management
Customer service
Relationship building and management
Client engagement
Service support
Issue resolution
Client acquisition
Sales reporting
Product recommendations
Time management
Value selling
Product knowledge
Customer education and consulting
Customer relationship management
Client relationships
Qualifying customers
Risk management
Overcoming objections
CRM tracking
Sales proficiency
Critical thinking
Wealth management
Attention to detail
Customer advocacy
Risk mitigation
Deadline management