Retirement Planning StrategiesTax Planning StrategiesInvestment Management StrategiesLegacy Planning StrategiesGroup Retirement Plans for BusinessesEducational Savings PlansRisk Management TechniquesCash Flow, Debt Management and Net Worth Analysis

- Sat in with advising team through numerous client and prospective client meetings.- Prepared materials and sat in with advisors for 401(k) enrollments and annual reviews- Designed new main marketing handout material for Wallstreet Group Advisors- Portfolio analysis on clients to help serve the advisors- Assisted and prepared financial plans for prospective and existing clients- Acquired sales and service techniques from different perspectives from different advisors- Serviced and organized over 300 client accounts for various advisors- Worked closely with advisors servicing various insurance and financial products and services provided to clients such as:Retirement planning (401(k), IRA's)Personal investmentsPersonal financial planningLegacy planningLife insurance and annuities Debt management.During this summer I also acquired the Missouri Life, Accident and Health Insurance license.

- Conducted sales on new and existing retail products to over 400 customers- Analyzed over 1600 customer accounts finding sales opportunities within branch- Shadowed and worked alongside the Commercial and Mortgage loan department- Worked alongside bank management staff conducting and completed required compliance reports