At New York Life Insurance Company & NYLIFE Securities LLC, I manage client service needs, answer questions, and coordinate with internal departments through resolution. I conduct needs-based financial conversations, explain regulated products, and identify appropriate solutions or referrals.
I also complete onboarding and account-service documentation, verification, and case tracking while maintaining CRM records and follow-up. Previously, I managed customer operations at Newbold Concrete and client relationships at Savage Aesthetics.

