- Counseled clients to help establish investment parameters via personal criterion.- Established most appropriate strategies to monitor financial and personal progress. - Conducted reviews to validate or adjust strategy. - Acted as liaison between clients and Strategic Advisors, Inc. (an independent, investment advisory firm and a wholly-owned subsidiary of Fidelity) to provide ongoing information which allowed me to assist clients in making necessary financial decisions. - Contributed to team effort in growing AUM (Assets Under Management) to surpass 2009 goal of $50 billion to over $60 billion in midst of second worst economic downturn in U.S. history.- 2000 to 2004--Investments Representative II/Sr. Investments Specialist.- 1999 to 2000--Investments Representative I.- 1997 to 1999--Securities Trader.

- Represented wide spectrum of clients through personal appearances and by way of various media to promote products and services or to provide information via industrial films.

- Increased The Disney Channel distribution in a multi-state territory to secure greater media market share. - Expanded The Disney Channel market share to raise its profile as to its programming content. - Met goals with limited budget by leveraging Disney strengths and personal negotiation skills to demonstrate financial management responsibility. - Developed and launched client-specific events and campaigns, conducted on-site orientation and training and oversaw public relations initiatives to elevate the Disney profile and to strengthen client relationships. Used advertising through various media to enhance these efforts.

- Located, developed, secured, and assisted in marketing exhibitors for eight annual trade shows to promote the Dallas Market Center and to introduce local and regional talent for national sales and merchandising exposure. - Assisted in the development, launch and marketing of new concept ninth show to expand The Dallas Market Center's show schedule. - Coordinated interdepartmental functions and outside contractors and vendors for shows to ensure that everything from finances, concessions and facilities management to advertising and media was addressed.