Summary
Trilingual English–Portuguese–Spanish client service professional with a background in banking customer support and airline service. Experienced in handling client inquiries, resolving sensitive issues, communicating clearly, and maintaining organized documentation in fast-paced environments. Currently pursuing introductory CFA-focused financial studies, with plans to pursue the FINRA Series 7 license when eligible. Committed to building a long-term career in private wealth management and supporting financial advisors in delivering exceptional client experiences.