• In charge of all aspects of client relationships from new client conversion, account set up, funding & all ongoing communication. • Evaluated details of financial goals and presented comprehensive portfolio recommendations. Provided ongoing communication regarding strategy shifts & assistance in adhering to prescribed strategy to achieve objectives.• Responsible for portfolio updates, retention, additions, referrals, trade accuracy, and appropriatenavigation of tax considerations• Liaised with estate attorneys, CPAs & other key client advisors to ensure all aspects of portfoliomanagement aligned with stated tax and estate planning goals

• Assisted clients with long term financial planning using Edward Jones and Sunguard planning software• Constructed and rebalanced client portfolios within Edward Jones Investment Policy Committee guidance • Utilized individual equities, bonds, mutual funds, UIT's, ETF's, separately managed accounts, annuities and life insurance to build tailored client portfolios using fee-based and brokerage models• Recipient of 'Ted Jones Prospecting Award' for opening over 100 unique households in the first year of selling• Grew office to 225 individual active households

• Coordinated physical domestic and international oil transactions based upon terms brokered• Set and agreed associated EFP’s and concurrent futures/financial terms with counterparties• Interfaced with experienced brokers to work through financial, logistical and specification challenges to themovements of the client’s goods