-Motivated team of 4 to attain monthly and quarterly objectives; currently succeeding above 160% of targets-Volunteered at corporate fundraising events; contributed to having 100% staff participation in corporate initiatives-Developed relationships to foster collaboration between different aspect of organization to grow market share

-Managed a team of 4 to accomplish positive customer experience while promoting efficiency and teamwork-Built team reputation as cross-selling leader by incorporating added value to daily conversations; achieved 140% of targets-Trained 5 new team members on foundations of customer experience, financial advice, and collaboration

-Performed strategic analysis and launched improved operational procedures; trained 6 existing staff on regulatory requirements and operational effectiveness-Collaborated with wealth management to grow assets under management; referred in excess of $10MM-Interviewed and onboarded 2 key members and ensured ongoing operational integrity is maintained-Developed assets under management by more than $20MM while providing valuable financial advice during uncertain times-Modeled… Show more -Performed strategic analysis and launched improved operational procedures; trained 6 existing staff on regulatory requirements and operational effectiveness-Collaborated with wealth management to grow assets under management; referred in excess of $10MM-Interviewed and onboarded 2 key members and ensured ongoing operational integrity is maintained-Developed assets under management by more than $20MM while providing valuable financial advice during uncertain times-Modeled financial plans for 100% of high net worth clients to mitigate risks and implement growth strategies; with focus on planning quality and data integrity Show less

-Collaborated with a team of 5 to succeed overall targets; 2 way communication and open discussion were fostered and encouraged-Inspired clients to invest in themselves and create financial plans to attain goals; helped clients save in excess of $1MM in interest charges

-Developed own financial planning practice and client base; out called over 200 households weekly-Budgeted time and money to all aspects of business to ensure success and longevity; built assets under management to $0.5MM in less than 2 years