Build client & prospective clients from referrals to developing long-term relationships. Responsible for all phases of paperwork, solving not in good order descrepancies. Follow up service needs of existing clients. Meet with clients and customizing investments suited to their investment profile and objectives. Products include Fixed & Variable Annuities, Life Insurance, Brokered CD's, UIT's municipal and corp bonds, government agency notes.

Accounting duties for all locations; 4 major U.S. cities and 3 international cities, made up of 3 distinct divisions. tours, airlines and real estate. All duties for all locations performed in Encino, CA. consisted of A/P, A/R, G/L for 65 bank accounts, payroll for U.S. and Canada, sales tax and GST tax returns. Implemented health insurance and profit sharing plans, headed acctg dept quarterly corporate meetings and assembled detailed backup for the audited financial statements for CPA. Supervised 2 staff. Later became a partner in the LLC that owned the Van Nuys bldg, elected President and General manger, participated in lease negotiations.