I advise clients on financial strategies utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

I completed an intensive, one-on-one training and mentoring program with real world, on-the-job experience that helped me to launch my career as a Financial Advisor.

• Created and implemented a new bin inventory system.• Trained and supervise warehouse employees.• Maintained receiving, warehousing, and distribution operations by initiating, coordinating, and enforcing program, operational, and personnel policies and procedures.• Controlled inventory levels by conducting physical counts.• Maintained physical condition of warehouse by planning and implementing new design layouts. • Built merchandise displays at various customer locations.

I did my internship with the Co-Partner of Actalur Group LLC, Dale Wright. Actular represents a Group Purchasing Organization named Intalere. A group purchasing organization (GPO) is an entity that helps healthcare providers-such as hospitals, nursing homes and home health agencies-realize savings by aggregating purchasing volume and using that leverage to negotiate discounts with manufacturers, distributors and other vendors.Responsibilities:• Research and document potential clients.• Create potential client profiles.• Call on potential clients and promote company services.• Conduct pricing cost studies.• Sign and on board new clients and perform ongoing customer service.• Personally generated approximately $3 million in new client business.