Completed comprehensive financial plans including, financial projections, investment portfolio research and analysis, insurance evaluation and cash-flow analysis.Developed and executed a complete marketing strategy in order to attract new clients and generate business.Created unique client spreadsheets and presentations using Planning Software, MS Excel and MS Word.Conducted frequent Economic and Market research to create and manage investment portfolios.Actively managed client… Show more Completed comprehensive financial plans including, financial projections, investment portfolio research and analysis, insurance evaluation and cash-flow analysis.Developed and executed a complete marketing strategy in order to attract new clients and generate business.Created unique client spreadsheets and presentations using Planning Software, MS Excel and MS Word.Conducted frequent Economic and Market research to create and manage investment portfolios.Actively managed client investments based upon fluctuations in market conditions. Show less

At Waddell and Reed, I did financial planning for, businesses, individuals and their families. In doing so, I managed investments and sold various types of insurance to help people achieve their various financial goals.

Independently visited commercial properties to gather tenant information.Worked diligently to organize tenant information into spreadsheets.Communicated constantly with my employer and other business professionals.Assisted employer with several client interactions and meetings.