Focused Financial Advisor able to handle a wide range of financial needs, from retirement planning to investment decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Able to build strong relationships with clients and consistently exceed expectations. Articulate communicator knowledgeable about invoicing, spreadsheet management and report writing. Proficient in Microsoft Office. Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
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