• Led business development efforts and new client recruitment; arranged meetings to attract and close perspective clients• Acquired working knowledge of financial markets; assisted in the creation of financial portfolios; built unique cash flow modeling analysis spread sheets • Performed analysis to create client specific financial models; recommended investment, insurance, and annuity products for client portfolios• Managed client portfolios to maintain investment strategies and… Show more • Led business development efforts and new client recruitment; arranged meetings to attract and close perspective clients• Acquired working knowledge of financial markets; assisted in the creation of financial portfolios; built unique cash flow modeling analysis spread sheets • Performed analysis to create client specific financial models; recommended investment, insurance, and annuity products for client portfolios• Managed client portfolios to maintain investment strategies and portfolio health Show less

• Conducted conference calls alongside experienced advisors; observed advisor and client/attorney meetings • Consulted with clients regarding personal finances and provided recommendations • Attended investment, life insurance, and annuity implementation meetings• Developed content for client facing group health, dental, and disability and life insurance presentations

• Managed crew of 8 laborers to execute landscape designs; responsible for team performance reviews• Oversaw client inquiries and communication; created client satisfaction metrics and implemented across the company