Provide Cash Management Solutions such as Direct Deposit, Budgeting, Bill Pay Assist, Payroll and ReportingAudit, interview and monitor Client's Investment Advisors.Quickbooks updatingAssist in creation of foundations and/or business entities as well as monitor the activities of said entities.Review Business Proposals.Monitor Client Budget.Establish Financial Plan which includes, but not limited to, mortgages, both personal and business lines of credit, cash advance loans, both secure and unsecured lines of credits and loans, commercial and equipment loans. Review investment portfolio.Review budget.Access profit and loss detailReview Client's Risk Management needs.Review Client's estate plan and coordinate with CFP and attorney.Assist CPA in congregating tax information.Review Client's Credit Report, improve and protect client's scores. Some services are provided through our professional networking agencies which include wealth management groups, private advisory groups and adventure capitalists.

Wealth Management & Business Banking

Certified BankerResponsibilities:Expected to retain and verbally distribute information retaining to financial products. Responsible for profiling customers' needs and making recommendations of financial products on an individual basis. *ssisted clients in retaining mortgages, loans, both secured and unsecured business lines of credit. Assisted clients in both wealth management and private advisory. Required to reach monthly goals in deposit dollars and loan amounts of 600 thousand dollars and 1 million dollars respectively which includes Home Equity loans, Prime Equity lines of credit and Small Business loans. Required to reach monthly goals in investment dollars of 100 thousand dollars monthly which includes Roth IRAs, Mutual Funds, Annuities, and Certificate of Deposits.

Obtained mortgage products for personal and business consumers seeking:Debt ConsolidationBusiness GrowthRe-investment OpportunitiesInventory for small businessEquity liquidation