•Support Financial Advisor and CPA with over $70 Million in assets undermanagement.•Process investment account applications and conduct client follow-ups,ensuring seamless communication between clients and investment companies.•Efficiently facilitate fund and securities transfers, as well as process checks,wires, and ACH transactions.•Reallocate models and execute trades in accordance with client risk toleranceand investment objectives.•Coordinate with Annuity companies for investment in Fixed and Fixed Index Annuities,managing application drafting, suitability packets, transaction blotter, and cashavailability.•Generate reports and agendas for financial advisors to enhance client andprospect meetings.

I am in charge of welcoming guest fulfilling their needs, assisting them with drinks, communicating effectively and cleaning the tables to get ready for the next guest to come in.

I was a store associate here, I was in charge of being in the front of the store as a cashier. I would great customers, while charging items I would make conversation with the customers and ensure they had a pleasant time while shopping. I was also on the floor some days and I was in charge of stocking items, creating labels as well as helping customers with any questions directing them towards the items there are looking for and putting items back in place.