Associate Financial Advisor
CurrentAssociate Financial Advising, Associate Client Relations & Portfolio ModelingContributed efforts and insights helping a brand new firm break ground to run effectively & efficientlyEffectively brought in new clients, increasing Assets Under Management Conducted hundreds of portfolio proposals to outperform clients' current portfolios to optimize client wealthDeveloped a full understanding of the LPL Proposal tool, Wealth Vision, Client Works Portal, Contra Party Transfers, ACH Transfers, and Journals. Utilized the Monte Carlo financial planning tool showing clients the necessary steps to take to optimize their wealth to retire with their financial stability intact