I take pride in being a distinguished Legend Wix Partner, dedicated to delivering responsive website design and online marketing services for entrepreneurs.Responsibilities include: Oversee the creation of websites, logos, social media graphics, and email marketing materials for clients.Lead project management efforts, ensuring successful and timely project delivery.Strategize marketing initiatives to enhance brand visibility and drive business growth.Proactive sales efforts, identifying opportunities and nurturing client relationships.Handle accounting responsibilities, ensuring accurate financial management and reporting.Take charge of departmental management, coordinating tasks and optimizing workflow efficiency.Manage administrative tasks, streamlining operations to enhance overall productivity.Utilize data analytics to gain valuable insights and make data-driven decisions.Ensure compliance with legal requirements and industry regulations.www.smallbusinessstartupsolutions.com

As a Legend Wix Partner, I not only gain access to cutting-edge tools and resources for exceptional website design but also benefit from revenue sharing opportunities. Through this unique partnership, I am invested in the success of each project.My collaboration with Wix extends beyond website design as I have had the privilege of doing contract work for the Wix Blog, contributing articles on branding. This experience has allowed me to share my expertise and insights with a wider audience, further establishing my credibility as a branding specialist.

As an Affiliate Partner with Novo, I facilitate access to a free business checking account for entrepreneurs and small businesses. Reach out to learn how Novo can be used to support your business.

Worked on trade flow supporting domestic and international trade desk at global headquarters by monitoring and implementing corporate actions from CRSP, Russell, FTSE, S&P, and Dow into funds.Collaborated with international teams in London and Australia to align on strategies and processes.Managed team KPIs to monitor index change volume and team accuracyWorked cross-functionally with trade support, corporate actions, index relations, and ETF teams.Provided additional support for trade desk during rebalances and managed the migration of mutual funds from legacy platforms to new software.Utilized Bloomberg, CRD, Microsoft Office and internal systems for data analysis and reportingProvided feedback and team updates to trade floor teams during technology and corporate action meetings to address issues and suggest process improvements

Provided comprehensive financial planning services to clients, tailored to their individual goals and needs.Ensured compliance with financial regulations, maintaining adherence to industry standards and best practices.Facilitated the transfer of assets into accounts, ensuring a seamless experience and effective communication throughout the process.Assisted clients with administrative forms and documentation, streamlining processes for efficiency.Collaborated with third-party advisors local to the area for business opportunities.Collaborated with various Schwab teams, including local branches, options experts, and bond specialists, to enhance client service and product offerings.Partnered with financial wholesalers to deliver a diverse range of investment products to clients.Hosted and coordinated financial workshops, driving client engagement and education.Maintained necessary certifications, including Series 7 and 63, as well as Life and Health Insurance licenses.

Executed trades in a variety of investment products, including stocks, bonds, and options, ensuring optimal execution and client satisfaction.Managed margin day trading activities and monitored buying power to enforce mandatory purchases of securities when required.Oversaw options expiration processes for weeklys and monthlys.Generated trade reports to keep clients informed of their investment performance.Ensured branch compliance with industry regulations and internal policies.Traveled to various offices to provide coverage and support, enhancing team collaboration and service delivery.Educated clients on a wide range of financial products and investment strategies to empower informed decision-making.Maintained necessary certifications, including Series 7 and 63, to uphold professional standards and enhance client trust.Was offered the Branch Manager role in Jersey City but declined for Vanguard opportunity.