• Help to assist the team of sales and marketing in matters of market research and sales. • Identifying potential global markets to determine the demands for the products produced by the company. • Responsible for assisting the marketing team in developing awareness about dck amongst both customers and clients.

Northwestern Mutual views the recruiting and selection of financial representatives as a mutual selection process. The office evaluates a candidate’s potential for success as a financial representative. At the same time, the candidate evaluates the office’s ability to support each individual’s professional and financial goals. When everything aligns, we have a "mutual fit." My goal is always to recruit the right person, at the right time, for the right reasons.

• Design financial strategies best suited to individual clients' requirements, based on complete risk analysis.• Assist clients in making informed decisions in response to changing life needs and financial circumstances that occur. • Communicate with clients and professional network on a day to day basis to maintain and establish connections.

• Developed comprehensive financial plans for clients' short and long-term goals. • Analyzed net worth, cash flow, and investment portfolios to meet client specific goals. • Built book of business and established a professional network of relationships.

• Created promotional pitches for several clients including Steve Madden, and KaplanMD. • Planned charity and client events, and researched and contacted clients. • Promoted client brands, and managed business and financial accounts through excel spreadsheets.

• Observed upper management during sales process and strategy meetings. • Played influential part in sales process to connect clients with DCK employees. • Communicated with employees on day to day operations.

• Researched legalities of international business practices for clients of firm.• Completed daily responsibilities to accomplish office efficiency. • Organized rowing regatta event for firm and clients. Tasks included event management and direct marketing.