PROFESSIONAL OBJECTIVE
Dynamic professional with diverse experience in administrative support, office coordination, and
customer service. Seeking a challenging role to leverage strong organizational skills, effective
communication, and commitment to client satisfaction.
EDUCATION
Lehman College, CUNY Bachelor of Arts in English
Bronx Community College, CUNYAssociates in Liberal Arts and Science
WORK EXPERIENCE
Client Service Associate
Lenox Advisors, Stamford, CT April 2024 - Current
● Respond to client inquiries, resolve issues, and ensure satisfaction.
● Assist with client onboarding, account setup, and maintenance.
● Conduct account reviews, providing recommendations.
● Coordinate transactions and service requests.
● Maintain client records and prepare meeting materials.
Disability Income Support Specialist
Strategies for Wealth, Rye Brook, NY January 2022 - April 2024
● Manage Broker Licensing and ensure compliance.
● Develop marketing strategies and campaigns.
● Conduct training sessions for agents.
● Liaise with New Business and underwriters.
● Licensed to sell Disability Insurance.
Office Services Coordinator May 2023 – April 2024
● Manage office supply vendors and procurement.
● Coordinate office maintenance and repairs.
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