• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information necessary to create a financial plan. • Analyze financial information in order to determine strategies for meeting clients` financial objectives• Review clients’ accounts and plan regularly to determine if any changes to a client’s current asset allocation is deemed necessary• Devise debt liquidation plans that include payoff… Show more • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information necessary to create a financial plan. • Analyze financial information in order to determine strategies for meeting clients` financial objectives• Review clients’ accounts and plan regularly to determine if any changes to a client’s current asset allocation is deemed necessary• Devise debt liquidation plans that include payoff priorities and timelines.• Member of a multitude of committees including investment committee and quality assurance. Show less

• Management and development of seasonal rental website along with marketing through a variety of rental websites and social media outlets• Resulting in all-time high occupancy and record sales• Responsible for booking accommodations on weekly basis throughout the annual calendar• Negotiation of leases and confirmation of stay and bookings both online and in person• Compilation and filing of quarterly Maine lodging sales tax and federal income tax returns