Also work as a volunteer for several organizations as a member of Boards of Directors and assisting young, startup companies in their challenges to grow.

Sole proprietor. Generated over $300K in revenue in any given year and new clients from both business and individual sectors. All transactions were kept within the guidelines provided by governing bodies in New York as well as Washington, DC. Presented over 300 portfolios under professional guidelines.

Dealt effectively with over 250 individuals both from the business and private sectors. This produced revenue of well over $300K. Was elevated to Vice President level.

•Financial and investment planning for clients (especial high net worth) in the United States and Puerto Rico. Produced well over $150k in revenue and generated over 200 clients.•Designed, created, developed and implemented marketing plans to locate, secure and retain clients.•Conducted consultations to obtain information pertaining to their portfolios which included personal finances and goals. •Developed a comprehensive financial plan and recommended investments compatible… Show more •Financial and investment planning for clients (especial high net worth) in the United States and Puerto Rico. Produced well over $150k in revenue and generated over 200 clients.•Designed, created, developed and implemented marketing plans to locate, secure and retain clients.•Conducted consultations to obtain information pertaining to their portfolios which included personal finances and goals. •Developed a comprehensive financial plan and recommended investments compatible with their goals and appropriate with their attitude toward risk and need. Also honored their expectations of Return on Investments (ROI).•Reviewed portfolios with clients on a regular basis to insure their needs were met. Accomplishments:•Top Producer during tenure, consistently met or exceeded goals.•Built an extensive clientele base. Sold this base in 2007 upon retirement. Show less

Responsibilities similar to those listed above only under lower expectations due to the size of the firm as well as adherence to branch regulations. Consistently met goals established by branch management.