Developed a comprehensive financial plan for prospects and clients that identified key areas of focus and outlined steps to achieve long-term financial goals.Researched and recommended investment products that aligned with clients’ goals and risk profilesNegotiated and secured a partnership 2 medical network companies, allowing for access to in-house vaccination services to new and existing clients, results in increased sales for the agency.Negotiated and secured partnership with over 9 brands in the parenthood industry.Collaborated with partners to improve cross-promotional initiatives and generate leads from the collaboration.Managed a marketing team and design professionals to develop and execute marketing campaigns and events.