Manage compliance, marketing, and HR responsibilities for financial services firm. Prepare client paperwork for new accounts, asset transfers, and related transactions involved in the finance and insurance industry, especially those with complexity. Prepare portfolio presentations and perform research and analysis. Came from a previous career in the automotive industry as an Account Executive/Business Analyst. Consulted with assigned auto dealers to increase sales, market share, and profitability. Performed analysis of dealer financial statements to make recommendations to improve operations and profitability, as well as analysis of marketing reports to determine target opportunities. Completely remote, work at home capable, if need requires.
Ohio Notary Public Commission, December 2015 to Present
Ohio Life & Health Insurance License, October 2017 to Present
Bloomberg Equities/Fixed Income
SIE - Securities Industry Essentials exam passed
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