Developed and implemented investment strategies to achieve client goals and objectives, considering market trends, risk tolerance, and return expectations.Built and managed diversified portfolios of stocks, bonds, and other asset.Conducted in-depth research on individual securities, industries, and market trends to inform investment decisions and stay ahead of market movements.Provided regular updates and insights to clients, ensuring transparency and understanding of their investment portfolios and market conditions.

Worked with clients and took complex financial plans and information and made it simple and understandable.Extensive research and knowledge regarding investments and investment products and how they fit into individual financial plans.Worked with Credit Union to maximize program awareness, production and referrals.Designed member and staff education seminars and work shops increasing program awareness.Utilized multiple database sources, compiled information and data to maximize program awareness and direct marketing strategies.Managed a book of business of 800 Clients and over $30 Million in AUM

Facilitated client requests efficiently and effectively.Scheduled client meetings and created client meeting booklets using account historical data.Processed client redemptions, purchases and account maintenance.Communicated with clients and advisors to effectively process account requests and maintenance.