Underwriting and Portfolio Management

As a Financial Representative with the Northwestern Mutual Financial Network I understood that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, I worked with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.I rely not only on my own experience and expertise, but also on the knowledge and strength of a team of professionals available through the Northwestern Mutual Financial Network.

Under the finance department at Telenomics Retail Ltd. I focused on updating, maintaining and cleansing daily sales reports, inventory accounts and product refund statements for 8 O2 retail locations as well as corresponded thousands of invoices with each of the 8 store's existing inventory.

Assisted in the beginning stages of a debit balance recovery operation for True Value Headquarters and organized invoice statements to send to hundreds of vendors.