Wealth Management Professional | 4+ Years Brokerage, Investment US Bank and Brokerage Account opening Quality Experience. 5+ Years in Workers’ Compensation | Client-Focused & Detail-Driven

Wealth Management Professional with 4+ years of experience in U.S. banking, brokerage operations, investment servicing, and account onboarding. Skilled in client support, documentation review, quality assurance, and account maintenance within fast-paced financial environments.
Also bringing 4+ years of experience in Workers’ Compensation and customer-focused operations, with strong attention to detail, problem-solving, and communication skills. Currently seeking part-time remote or work-from-home opportunities.