High performing individual who thinks out of the box with 7+ years of experience as an account manager in the financial services industry. Highly skilled in data reconciliation, data management, report generating, and building relationships with clients. Exceptional analytical and interpersonal communication skills. Adept in assessing client needs, developing options and presenting recommendations. I work well on a team as well as on an individual basis as needed. Enthusiastic to succeed with motivation and drive to be a leader of industry. Currently I perform account management services for Back Office Support Service, a pioneer in outsourced support of independent investment advisors. I specialize in the PortfolioCenter software developed by Schwab. I am looking for a salaried position with a firm where my MBA Degree and Bachelor of Science degree in Business Administration with an emphasis in Finance, along with my experience in the industry can help the company achieve strategic business objectives.