Performed all practice trading including proprietary investment models. Assisted in portfolio contruction and analysis. First in line for administrative and non-administrative questions. Supervised and coached team members.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the… Show more Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

Weston Banks Wealth Partners (WBWP) was formed to create significance and accountability in financial planning. WBWP is proud to offer a creative forward thinking approach to investment banking, retirement and college planning. We help companies and individuals exceed their financial goals and make inter-generational impact, by providing proper guidance that aligns with our clients' respective values. WBWP is an independent firm of Prospera Financial Services, Inc., member FINRA/SIPC

Delivered exceptional client service, account management, and administrative oversight to complex, customized book of nonqualified deferred compensation plan business for established financial services company.Interfaced with partners and plan sponsors/participants to answer questions, manage expectations, and address problems; provided ongoing status reports and updates. Analyzed data and processed transactions; audited transactions for accuracy. Planned and facilitated meetings and… Show more Delivered exceptional client service, account management, and administrative oversight to complex, customized book of nonqualified deferred compensation plan business for established financial services company.Interfaced with partners and plan sponsors/participants to answer questions, manage expectations, and address problems; provided ongoing status reports and updates. Analyzed data and processed transactions; audited transactions for accuracy. Planned and facilitated meetings and conference calls. Served as point of contact of 409A inquiries. Delivered administrative and marketing services and managed ad hoc projects and initiatives. Maintained detailed and compliant records of contacts and transactions. Mentored colleagues; assisted with onboarding/training of new hires.** Earned multiple, merit-based promotions to higher level roles from initial role responsible for entering transactions to ultimately taking ownership for client accounts.** Rapidly established reputation for timeliness and accuracy in performing all client deliverables. ** Earned acknowledgement as a model of procedural review and improvement, creating customized processes to streamline workflow while increasing customer satisfaction.** Stepped into mentorship role in recognition of ability to work without supervision and communicate procedures and strategies to new and established team members. Show less

Assisted top-producing Financial Advisor in delivering exceptional client support for financial services company.Compiled and prepared letters, portfolio-review reports, and travel/expense reports. Scheduled and planned meetings. Took client trade orders. Processed check requests and Fed fund wires; logged journal entries. Responded to client inquiries by phone and in writing. Supported diverse range of special projects.