• Coordinated marketing and business development strategies which included client proposals, buy-out agreements, and digital media communications.• Directed firm-wide rebranding. Modernized the appearance and electronic utility of documents and presentations.

• Analyzed existing client annuity contracts. In ~80% of these financial planning cases, I replaced old annuities with new products to save our clients money. • Streamlined process for opening new accounts and transferring assets. This project included designing and programming electronic forms on Adobe Pro.• Opened and serviced margin and pledged loans by creating custom client loan packages and negotiating interest rates with outside lenders.• Created marketing content for website, electronic direct marketing campaigns, and a customized marketing brochure/portfolio.

• In coordination with a network of 400+ Citibank advisors, led factfinding sessions with high-net-worth clients. Identified client objectives, risk tolerance, and cash flow needs to create custom financial plans. Matched investment and insurance products with client needs. • Structured financial planning solutions that maximized returns, applied tax efficiency, and met liquidity needs.• Performed annual reviews with clients to assess current financial health, ensure suitability and propose value-added solutions.• Helped meet regional sales goals, gathered assets, and drove revenue through Citi’s products and services.• Public speaking at advisor and client seminars about variety of financial topics, including retirement saving, risk management, taxation, and estate planning.• Identified and helped resolve training and development needs. Ensured all compliance and company regulatory requirements met deadlines.• Reviewed and interpreted complex legal and corporate documents.

• Provided financial counseling to public workers and labor union members. Topics included investment recommendations, taxation, and estate planning. Main focus was on retirement cash flows and explaining pension contracts.• Developed workshops, presentations, and marketing materials to engage organizations and individual clients.• Analyzed investment portfolios and discussed with clients market volatility, asset allocation, and account performance. Provided 401k recommendations.

• Primary point of contact for high net-worth investment clients. Reviewed outside portfolios and created take-over proposals. Created strategies to minimize tax implications of reconstructing portfolios.• Held seminars for advisors transitioning their practices from insurance to investments. Sales coaching led to the greatest business development. • Boosted the number of comprehensive financial plans delivered to clients by more than 200% in 2014-2015.

• Created fee-based financial plans and implemented recommendations for high-net-worth clients. Services included investment analysis, cash flow forecasting, estate planning, and taxation. Met with clients to provide real-time net worth data and teach them how to engage and tweak their programmed financial models. • Engaged in complex planning involving legal document review, RSU/NSO strategies, and business planning.

• Hired as C-level Executive Assistant and promoted to Office Manager after 5 months of working for the Private Equity/structured lending firm• Managed accounts receivables. Compared material and service vendors and negotiated favorable contract terms. • Reviewed new investment opportunities and conducted related research on Capital IQ, Bloomberg, and Morningstar• Created marketing materials, pitch books, presentations, and reporting for prospective and existing investors