Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker/dealer, Member FINRA and SIPC and a Registered Investment Advisor. Insurance is offered through Santander Securities LLC or its affiliates. NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A BANK DEPOSIT

Assessed customer goals and create a comprehensive strategy to meet client's needs by recommending financial solutions for mass affluent clients. Fortified a strategic partnership with the banking center and other lines of business through joint appointments, joint calls, and quality referrals. Cultivated relationships through proficient knowledge of banking and investment products while in compliance with all applicable banking and investment laws.

Filed 1040EZ returns, 1040's, and self-employed tax returns.

Managed a book of business of 30 million while acquiring assets outside and deepening the relationship with clients pre-and-post retirement. Responsible for growing the book of business and utilizing technical expertise such as the financial planning software with clients to generate appointments, potential accounts, and revenue.

Completed proprietary training of finance, wealth planning, investment strategies and products. Effectively sourced business prospects and employed client acquisition techniques.

Assisted in developing investment presentations and devised complex investment strategies for brokers that hedge against risk for their clients. Performed research to help Senior Portfolio Managers generate investment commentary to clients that helped raised over 2 million.