Customer Success Manager

I started my career in finance as an intern at a forex broker-dealer and was immediately hired on as a full-time broker and analyst. Over six years, I managed retail trading accounts, analyzed market conditions, and was eventually promoted to Trading Instructor Assistant — a role that deepened my ability to guide clients through complex financial products and market dynamics. That foundation led me into the world of high-net-worth advising, where I spent over five years at New York Life in a role that combined financial advising, customer success, and product education. I sold and supported high-risk capital investments, life and retirement i...