Austin Catania Email & Phone Number

Leesburg, Virginia, United States

Mclean, Virginia, United States

Mclean, Virginia, United States

• Developed a deeper understanding of client’s financial situation including their goals, time horizon and risk tolerance• Assisted in the review and timely delivery of financial plans, tax planning, estate and retirement planning strategies • Attended client meetings in a technical, supporting and learning role – adding value when needed; input meeting notes into CRM• Prepared comprehensive financial plans while being able to articulate the planning process, relevant strategies, data inputs, and software outputs• Coordinating the preparation of individual tax returns and quarterly estimates while demonstrating proficiency in general tax concepts• Participating in team meetings and collaborating with other advisors and teams on best practices, goals and initiatives for the practice

Bethesda, Maryland, United States

- Developed comprehensive financial plans, scenarios, reports and presentations for advisors leveraging the firms internal financial planning software eMoney- Assisted and coordinated operational procedures, including reporting and cash management within client accounts- Onboarded new clients ensuring their account information and portfolios are documented and set up properly- Managed and set up online client portals through eMoney and Tamarac - Reconciled client accounts after the transferring of assets