Proactive Worldwide (PWW) is a leading specialty market research firm specializing in competitive analysis. We help Fortune 1000 companies identify vulnerabilities, predict market shifts, and plan for growth. With 29+ years of experience, our experts dive deep into competitors, suppliers, customers, regulations, and more, providing advanced intelligence that reveals hidden opportunities and key threats to inform strategic decisions.

Supported Client Relationship team with prospecting, onboarding, and client management. Served as the primary custodian knowledge base (Charles Schwab, Fidelity Investments, TD Ameritrade) andcontact for VCM. Established and maintained taxable and retirement accounts. Oversaw the processing of estates, including distribution, tax withholding, correspondence with charitable organization beneficiaries, etc. Demonstrated digital platforms to clients both in-person and virtually, including walkthroughs of how to navigate dashboards, report generators, document-sharing, and other features to ensure effective usage.Highlights include, but not limited to:- Onboarded HNW and UHNW clients, including coordinating with outside accounting and legal professionals to ensure an integrated approach to application of documentation and strategies.- Executed complex estate planning strategies for high-net-worth clients. Determine low cost-basis assets, open sub-trusts, facilitate charitable donations and gifting. (e.g., distributions to 30+ beneficiary and tax accounts totaling $100 million+).