Developed tactics and implemented changes to operational and sales procedures for a group with $950 million in Assets Under Management, and $36 million in annual production, and nearly a decade of combined experience in the financial services industry. Responsible for the equity management and production of financial capital and product reinvesting for clients, servicing major client accounts, marketing strategy development, forecasting, resource allocation, tracking investment performance, distribution of marketing correspondence, issuing insider and corporate actions, forensic analysis of balance sheets and industry research to produce superior results, client relations, and handling a wide variety of special projects. Organized various marketing and product campaigns that led to asset and revenue growth of 10.2% and 18.8%, respectively.Member of a Private Wealth Management Compass group. Our clientele comprises of business owners, entrepreneurs, lawyers and corporate executives who value our comprehensive approach to managing personal wealth.We are experienced in single stock risk management, estate planning strategies, asset management and private equity.I advise in marketing, research, rebalance of client portfolios and asset allocation, performance reporting and all areas of client service.
Listed skills include Banking, Portfolio Management, Investments, Analysis, and 46 others.