Financial Advisor with a proven track record and over 25 years of experience providing leadership and support within fast-paced financial industries. Capable of developing wealth management and investment strategies based on the long and short-term financial goals of clients. Equally effective in building strong relationships with clients that lead to increases in business development, retention, and satisfaction. Achieved numerous accomplishments throughout career, including: -Increased annual revenue from $50K to $250K+ with a database of 450 customers; GF Mann Agency •Expertise in developing and implementing investment and wealth management strategies based on client or agency needs, financial goals, and requirements •Influential self-starter who quickly rectifies on-site and virtual challenges by streamlining operations, eliminating risks, and adapting to evolving scenarios in fast-paced environments •Strategically prioritize, coordinate, and manage multiple projects to optimize productivity and revenue •Dynamic communication and interpersonal relation skills with a continual commitment to directing, managing, and training high-performance teams
