- Assisted in preparing and sitting in on client meetings - Participated in an on-site visit to review and evaluate the retirement plans managed for client employees.- Attended in-person and virtual training sessions focused on product knowledge and industry insights.- Conducted research on 2024 mutual fund distributions to support tax planning strategies for clients.- Developed and executed a marketing campaign to educate 401(k) clients and encourage increased contributions.

- Founded and established Peer Enterprise LLC.- Expanded the company's social media presence to enhance brand visibility.- Created and published digital advertisements, conducting daily check-ins to optimize ad spend and maximize key metrics such as clicks and CPM.- Identified, secured, and closed business leads.- Managed customer relationships and proactively followed up to ask for referrals, generating new business opportunities.- Handled LLC tax records and accounting responsibilities to ensure compliance.- Set financial objectives and consistently achieved targeted revenue goals.

- Create and manage SMM campaigns for businesses- Increase and maintain businesses SEO ranking for keywords- Oversee businesses's social media with a focus on building engagement and impressions- Incorporate AI to optimize tasks

- Relationship building & Interpersonal skills- Door-to-door selling experience - Profound experience and comfortability in cold calling