Experienced financial services executive provides financial planning and implementation, investment planning, client servicing, and wealth management for institutions, small businesses and individuals.
Possess excellent communication, interpersonal, analytical and organizational skills.
Financial Planning Team managed more than $393, 000,000 in assets with more than 100 Advisory clients.
Comprehensive financial planning, estate planning, investment planning, portfolio management, client servicing and seminar presentations.
Registered Marketing Associate - marketing, referral prospecting, seminar planning, quarterly client service reviewing.
Franchise advisor practice: commission and advisory fees Comprehensive financial planning, estate planning, investment planning, portfolio management, client servicing and seminar and workshop presentations.
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