• Thrived in financial industry by playing an active role in expanding client base and consistently increasing annual production• Utilized time management skills and tireless work ethic to efficiently manage two financial practices with portfolios consisting of more than 300 clients each • Maintained strong attention to detail and commitment to high quality work amid a fast paced environment• Exercised outstanding written and verbal communication to daily build and strengthen… Show more • Thrived in financial industry by playing an active role in expanding client base and consistently increasing annual production• Utilized time management skills and tireless work ethic to efficiently manage two financial practices with portfolios consisting of more than 300 clients each • Maintained strong attention to detail and commitment to high quality work amid a fast paced environment• Exercised outstanding written and verbal communication to daily build and strengthen relationships with clientele and team • Frequently interacted with clients and oversaw all service on client policies and products• Worked with representative to analyze client’s personal and financial situation in order to implement the best financial plan tailored to fit within their means; often finding ways to reduce costs while continuing to meet client’s current and future financial needs Show less