

A versatile and high-impact professional offering a unique blend of 15 years of Client Relationship Management and 5 years of dedicated Fiduciary Services expertise. I bridge the gap between rigorous regulatory compliance and elite service delivery across the Financial, Legal, and Telecommunications sectors.
Core Competencies:
▪ Fiduciary Compliance: Strictly adhering to annual audits, FICA, AML, Tax compliance Risk Mitigation.
▪ Financial & Legal Administration: Skilled in financial and trust administration, legal processes, and compliance implementation.
▪ Impact & Delivery: Proven track record of turning underperforming portfolios into profitable, client-focused operations through strategic business process enhancements.
▪ Corporate Support in inbound and outbound contact center, expert in client engagement.