-Created in depth financial plans, analyzing clients likelihood success for achieving goals -Tackled complicated planning situations-utilizing all the resources at my disposal to understand the situation and the proper solutions and recommendations -Facilitated rollover calls- coordinating with both clients and financial institutions to ensure completion-Built insurance illustrations and incorporated them into financial plans

Managed day to day office activities by completing money transfers, coordinating with clients and preforming tasks at the direction of financial advisorLearned software required to deposit checks, distribute funds and perform other various banking activities Understood laws and regulations surrounding allowable activities Shadowed and learned from financial advisors as they preformed day-to-day activities

Led groups of 5-10 men on a weekly basis Counseled men within community groups Created a sense of community within small groupsAttended weekly meetings and training