- Managing all current and prospective clients.- Client Acquisition and management.- Setting up of Accounting and Tax for the current clients.- Direct Management and Financial Reports.- Financial Advisory services according to client requirements.

• Managed and increased client’s investment portfolio from $25,000 to $90,000 USD.• Offered financial guidance to invest in stocks, options, bonds, funds and other investments for clients in U.S.• Researched and analyzed public corporation’s financial growth, opportunities and risk through investment publications, quarterly earnings reports, balance sheets and trading platform analysis.• Built an investment model/trading strategy to guide client to financial security using tools such as asset allocation, investment diversification and milestone investment strategies to optimize client’s lifestyle realities till retirement.• Effectively executed purchase and liquidation of stocks and options utilizing online trading platforms.• Successfully increased client’s stock portfolio value up to 200% utilizing market research, identifying current market trends, application of appropriate position sizing and utilizing dollar cost averaging techniques.