Navigate supply-chain shortages through the aftermath of the COVID-19 pandemic.Coordinate with customers regarding alternative strategies to meet deadlines.Monitor suppliers’ inventories to purchase components in bulk.Recorded cost analysis and logged deliveries as proof for NET30 payments.Work with business partners to establish tax accounts and provide paperwork for Department of Defense contracts.

Initiated meetings with clients and maintained active relationships throughout the client’s everchanging financial goals.Created and implemented customizable financial solutions for individuals and businesses.Analyzed relevant information in respect to the client’s financial, business, and estate planning goals.Increased and secured client’s portfolios through risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable requests.Networked and built professional relationships through interpersonal skills while maintaining a healthy balance of being financially ambitious and disciplined.