Concierge

In my role as a Financial Professional Associate my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of expertise include: * Creating, developing, and maintaining relationships with new and existing clients * Completing the fact-finding process to allow for thorough understanding of my clients’ financial goals and needs * Developing customized ideas and solutions for each one of my clients * Helping clients meet their protection needs through a variety of insurance products * Reviewing my client’s needs on a regular basis, and suggesting strategy adjustments as necessary

Asset management firm founded by Ronald Insana.; Recruited to join the firm at its inception to take leadership over operational infrastructure, financial oversight and reporting, operational due diligence and vendor relationships.

A structured credit asset management firm with an affiliated broker-dealer.; Joined the firm shortly after its inception to oversee the operations of the firm, its fund and its broker dealer. Contributed vision and management expertise critical to organizational efficiency and business growth. Directed all operational activities of the firm and its affiliated entities, including securities underwriting transactions,trade execution, investment operations and financial reporting.

Analyzed investment business line systems requirements; served as business continuationcoordinator; developed enhancement specifications where needed. Spearheaded the PrimeBrokerage effort. Directed Securities Lending Operations, International CorrespondentOperations, Fail Control, added to; heading Prime BrokerServices, Trust Operations and Budgetary Control.

Established guidelines and priorities; documented workflow. Directed activities of GNMACashiers, Syndicate Cashiers, International Clearance, Fail Control and Securities LendingOperations.Management Training