Proficient in Microsoft Access, CRM, Excel, Outlook, PowerPoint, Publisher, SharePoint, and Word. Proficient in Adobe, Tamarac Advisor Rebalancing, Advisor View, Emfluence, ExactTarget, MoneyGuidePro, and internet savvy. Exceptional customer service skills, calendaring/scheduling skills, strong people skills, and excellent communication skills both written and verbal. Experienced in prioritizing and meeting deadlines. Organized and detail oriented. Self-motivated, quick learner, multitasker, flexible, problem solver, and adaptable. Experienced in market research, data entry, telemarketing, phone sales, cold-calling, database management, internet research, love to read any topic/subject.