Hannah Dicroce Email & Phone Number

Greenville, South Carolina

Greenville, South Carolina Area

• Coordinate with school administrators to provide transportation for over 500 students every program
• Create marketing campaigns to promote each of the five events throughout the year.
• Organize and facilitate an annual golf tournament which includes fundraising for hole sponsorships, foursome sponsorships, and presenting sponsorships.

Macon, Georgia Area

• Reviewed and realigned investment accounts based on the client’s investment objective to ensure that the assets are appropriately allocated based on the client’s risk tolerance
• Researched and analyzed performance of high concentration equities to identify and determine if clients should be comfortable with concentration. Worked to increase diversification to be proactive about being at top of.
• Trained seasoned financial advisors to establish a social media presence throughout the complex. On boarded 15 FA’s on LinkedIn and Facebook so they can better engage with their clients
• Researched new opportunities for growth with new IPO’s and newer, less established companies with strong business plans and products younger generations are interested in. Also looked for opportunities where portfolios.