Liz Isaac Email & Phone Number

Greater Detroit Area

Phoenix, Az

Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans and portfolio management. With 2 in-house Chartered Financial Analyst® Charter Holders, 4 CERTIFIED FINANCIAL PLANNER™ Practitioners and collaborative relationships with several Certified Public Accounts and attorneys, we are able to offer a holistic level of financial planning integrated with tax-savings and estate planning. We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.

Scottsdale, Az

Recruiting successful sales professionals with an excellent work ethic and the desire to build a successful career in Financial Services.SilverTree Financial is a full service financial planning firm specializing in comprehensive, coordinated and integrated planning. Areas covered include, but are not limited to, investment, estate, retirement, education, insurance, business planning and special needs planning.We are dedicated to the integrity and excellence of every plan we do for clients. We will not recommend any course of action or any type of financial product until we are fully aware of the client’s current situation and the client’s ultimate goal or goals.SpecialtiesSilverTree Financial is a unique Wealth Advisory Firm focusing on high net worth individuals, including Business Owners, Entrepreneurs, Professionals and Families Caring for a Loved One Living with Disabilities or Other Special Needs.http://www.SilverTreeFinancial.com/

Scottsdale, Az

• Assist the Manager of Talent Acquisition with an innovative Employer Branding Initiative to develop candidates for global Internship Program.• Develop marketing and outreach strategies and collaborate with colleagues globally to build relationships with various college campuses to promote the Henkel Innovation Challenge Program.• Assist Manager of HR Information Systems with timecard system unification for Henkel North America.

Phoenix, Arizona Area

• Arranged materials for hearings, trials, and meetings while working under deadlines. • Performed client-specific, billable work, enabling the firm to reduce client fees vs. using a paralegal.• Reduced workload for attorneys by providing preliminary drafts of client correspondence and agreements. • Recruited interns to provide more cost-effective office staffing and supervised their scheduling and delegation of tasks.

• Volunteer at the church to feed and clothe the homeless.

· Assisted the Bank by providing customers with the continuous personal service of a community bank, while up-selling and cross-selling other products and services that might meet customers' individual needs · As an FSA, performed teller operations and customer transactions. Achieved excellent "mystery shop" scores. Able to accurately complete customers' requests by staying customer service oriented and conscientious while performing transactions.

· Successfully leased apartments at new upscale community using various sales tactics. · Assisted with promotional event planning and office management. · Managed on-campus promotional events during peak hours, and aided in informing over 300 people about our specials.

• Part-time role in a single property developed to full-time role at three properties.• Handled sales efforts, renter qualification evaluations, office management.

· Position in sales increased to include cash register, inventory stocking and in-store display and design. · Managed the merchandising and inventory during floor-sets.

· Completed the Fossil Corporation sales training program; upon completion, achieved sales goals consistently.