Small business process development, financial management, and marketing campaign expansion.

Developed customized financial plans for wealth management clients across seven Western New York branches. Analyzed financial plans and made recommendations of potential product applications. Educated clients to achieve optimal outcomes based on their unique needs. Managed analytical reporting to discover financial services production and net new asset opportunities. Utilized Salesforce to manage client relationships, workflow, and communicate with team,

Serviced wealth management clients through successful completion of financial sales and transactions. Executed marketing campaigns and client focused events to nurture and strengthen client relationships. Implemented client management processes to support and enhance client service.

Interfaced daily with clients to satisfy their solution and service requests. Managed analytical reporting to streamline internal business processes and discover optimal financial services production opportunities. Provided administrative coordination to support financial advisors and customers.

Executed short- and long-term strategic plans, achieving YOY sales and margin growth. Managed operating budget including business operations, sales, marketing and HR. Led change-management processes by streamlining collections, billing and employee cross training. Increased talent retention through protocol development, training, and improved benefits. Managed evolving regulatory challenges and changes in the healthcare industry. Promoted brand recognition via website design, social media, and print advertising campaigns. Researched, implemented and trained personnel on new software platforms. Conducted annual performance reviews and assessed salary wages and bonuses.

Prospected new clients and networked to increase client base and revenue. Developed, promoted and followed up on seminars and programs designed to attract new clients. Advised clients on investment and financial options using various products such as equities, fixed income, mutual funds, and annuities.