· Conducted extensive cold calling to generate new business internationally and domestic.· Processed seminar invitations for high net-worth clients interested in learning about the firm’s services and products offerings.· Managed portfolios in devising strategic methods of financial products using technical and fundamental factors in the financial markets· Open and develop clientele on a consistent basis. Helping prospects monetize on undervalued equities. · Handled margin accounts as well as keep up with margin delinquencies.· Execute trades as well as other projects and duties assigned.· Managed and reviewed portfolios on a consistent basis.· Reconciled and posted all trading room expenses, focusing on tolerance levels to effectively reduce costs and maximize profits, while monitoring junior brokers

Provide administrative and business support to the CEO of Adams Wealth ManagementMaintain CEO’s book of business – performed trades, developed and retained clientele as well.Maintained office budget as well as personal budget of the CEO of AWM.Accounting.Negotiated favorable terms and pricing agreements with clientele.Enhanced communication between other senior executives and CEO, Mr. Adams, in fostering a sense of teamwork and collaboration.

· Extensive cold calling for new prospects.· Head of the junior broker division positioned to oversee other junior brokers as they prospect.· Extensive due diligence on overall markets as well as obtaining new lead sources.· Conducted a plethora of administrative work for the back office on a consistent basis.