Abigail Kuo, Cpfa, Aif, Crc Email & Phone Number

Work From Home

Us

As a Retirement Specialist, I help Maryland employees with enrollment in the Plan, answer any questions about their accounts, investment options or any of their plan options. Research complex technical questions for sales force on products, planning issues, tax issues, Social Security and other retirement financial concerns. Conduct periodic retirement planning seminars to participants and assist in presentations where retiree services information is needed.

Boston, Ma, Us

I prepare presentations, investment reviews and reports while managing the day-to-day needs of our plan sponsors. By analyzing, creating and researching our investment lineups, I help my clients monitor their plan portfolios with quarterly RPAG scorecards. Responsible for maintaining all required plan documents, assisting clients with compliance/audit issues and staying current with regulatory and legislative changes affecting the retirement plan industry.

Mclean, Virginia, Us

Responsible for day-to-day servicing of retirement plans in the small to mid market within the firm. Worked with a team of professionals to obtain new business, maintain and retain client relationships and cultivated learning opportunities for plan sponsors to better understand their fiduciary duties while administering their retirement plans. Program coordinator for The Plan Sponsor University (TPSU) classes in the DMV. Generated, prepared and scheduled quarterly investment reports and annual plan reviews. Created investment line ups and tracked new plans, start-ups and conversions throughout the on-boarding process with various recordkeepers and TPAs.

London, Gb

Acquire, advise and manage a portfolio of High Net Worth bank clients by analyzing financial information to identify wealth solutions that best fit their needs and goals. Develop and deepen relationships with new to bank and existing clients through proactive financial planning and advice. Develop overall client strategy to meet investment, risk management, credit and banking needs and goals for all clients. Partner with product specialists using a team approach to deliver solutions to clients and enhance the existing relationships with cross-selling opportunities. Acquire new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists, with a specialty focus on internationally-minded clients both living in the US and abroad.

New York, New York, Us

Foster and deepen banking relationships with affluent clients by providing targeted sales opportunities and proactively selling the full range of banking products and services within the Washington DC metropolitan area. Educate, advise and recommend appropriate investment, insurance and mortgage products and services designed to meet clients' needs. Partner with Financial Advisors, Insurance Specialists and Mortgage Consultants with referrals and cross-sell opportunities that optimize and enhance the client's banking relationship.

New York , Ny, Us

Offer comprehensive wealth building strategies utilizing a planning process that protects clients' assets and provides them a solid foundation. I provide my clients with guidance by educating and empowering them to make decisions that enrich their life and the lives of the ones they love. Financial organization is a priority and my practice focuses on integrating personal and business planning through The Living Balance Sheet®, a secure electronic wealth organization platform designed to analyze, review and recommend products and solutions best suited to my clients.

San Francisco, California, Us

Responsible for deepening and enhancing relationships with existing customers and for prospecting, identifying and growing relationships with new customers by providing financial consulting to assess their short and long term financial goals. Make outbound phone calls to prospects and existing customers to enhance their relationships and work with key internal partners, including Financial Center Managers, Tellers, Financial Advisors, Mortgage Bankers, and Business Bankers to achieve mutual sales goals.

Shawnee Mission, Ks, Us

Create effective, personal financial plans that address a client's specific financial goals and objectives with the use of a comprehensive financial analysis and planning process. Provide customized specific recommendations to help clients make wise decisions for their individual needs and goals. Offer long term solutions with various investment and insurance products designed in the best interest of each client.

New York, New York, Us

Develop and implement sales strategies for acquiring new client relationships and maximizing sales opportunities by identifying and matching products to meet their needs. Partner with Business Bankers, Financial Advisors, Mortgage Consultants and Relationship Managers to broaden and deepen all client relationships and deliver consistent, superior customer service. Network and obtain referrals from current clients and local business owners to join the Bank at Work program. Served as the Voice of the Employee (VOE) Area Ambassador for Virginia in 2007.

Paris, Fr, Fr

Sold and serviced life and health insurance, annuities and investment products to individuals. Specialized in working with seniors and pre-retirees and marketing long-term care insurance to this target market.

Newark, New Jersey, Us

Sold and serviced life, health, property & casualty insurance, and investment products to individuals and small business owners. Focused on the sale of life insurance, long-term care insurance, and annuities to seniors and pre-retirees. Set up and maintained individual and small group retirement plans and small group health plans. Managed an 800+ client base throughout the Metropolitan Washington DC area.