Client Consultation, Portfolio Management, Financial Planning, market Research and Analysis

Create visual representations in Right Capital to illustrate clients' budgets, cash flows, net worth, and key metrics, enhancing their understanding of their financial future.Participate in equity research to increase client returnsDevelop tailored financial plan proposals to guide clients in adjusting their investment strategy and spending habits to ensure sustainable financial health through retirement

Coordinate phone communications with pilots, dispatch, hotels, rental car companies, and supply chain fuel deliveries, ensuring seamless interactions and transactionsFormulate action plans and schedules for the team, providing support and guidance as needed to optimize customer experiencesShowcase adept multitasking abilities and adaptability by addressing sudden arrivals while maintaining focus on current responsibilitiesHandle supply chain logistics to ensure inventory levels are always adequateRemain on call 24/7 to promptly address customer needs, demonstrating commitment to customer satisfaction and responsiveness during emergencies• Maintain reliability by managing end-of-day sales totals and operating heavy machinery with precision and safety protocols, ensuring consistency in operations.Employ flight plan scheduling software to coordinate and facilitate smooth departures and arrivals for enhanced customer satisfaction.