Key Responsibilities: - Curriculum Development - Design and deliver engaging financial education programs that cover a wide array of topics including personal finance, investment strategies, retirement planning, and risk management. - Workshops and Seminars - Conduct interactive workshops and seminars to educate clients and employees on financial literacy and best practices. - Content Creation - Produce educational materials such as articles, guides, videos, and webinars to enhance financial understanding and accessibility. - Consultation - Provide personalized financial advice and consultation services to help clients achieve their financial goals. - Collaboration - Partner with industry experts, financial advisors, and educational institutions to ensure our programs are current and relevant.Skills and Expertise: - Financial Literacy Education - Curriculum Development and Instructional Design - Public Speaking and Workshop Facilitation - Investment and Retirement Planning - Risk Management and Compliance - Content Creation and Digital LearningInvestment advice offered through Accelerate Investment Advisors LLC, a registered investment advisor (“Accelerate”). Advisory services are only offered to clients or prospective clients where Accelerate, doing business as Sapers & Wallack, Inc. and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Sapers & Wallack, Inc. unless a client service agreement is in place.

Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management services firm. Fortune 500 corporations, non-profits, venture-backed private equity portfolio companies, family-owned businesses, and individuals appreciate the company as much for its ability to deliver innovative, cost-effective solutions as well as its thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains our guiding principle.

 Secured existing and external client assets under the John Hancock suite of retirement products. 2021 Century Club Silver Member for annual production between $250 - $299M. Awarded 2021 Largest Average Rollover award for securing the largest retirement assets per transaction.

 Used Excel, Salesforce, Tableau, and other industry-leading programs to analyze and report financial outcomes. Presented client specific solutions to key decision makers. Increased client base from zero to over 200 with book of business valued at $2M+. Awarded "Fast Starter" award for exceeding sales goals within first three months of employment. Built relationships with diverse clients, from individuals to small-to-medium business owners.

 Won 2016 Northeast Intercollegiate Sales Competition, E-Pitch & Most Creative Award Chief Financial Officer & Head of New Member Development, Bryant Sales Team Doubled operating income as Relationship Manager for Northeast Intercollegiate Sales Competition, 2015