Assisted in client meetings, gathering financial data, and understanding client objectivesto support the development of personalized financial plans.Conducted in-depth analysis of clients' financial situations, including income, expenses, assets, and liabilities, to provide tailored recommendations.Researched investment opportunities, analyzing market trends, and evaluating potential risks and returns to optimize clients' investment portfolios.Assisted in retirement planning strategies, including analyzing retirement income needs, exploring retirement account options, and projecting retirement savings growth.

Assisted financial advisors in developing and sustaining client relationships, while managing diverse financial needs through personalized solutions and providing exceptional client service.Participated in client meetings and presentations, enhancing communication skills, and gaining a valuable understanding of client requirements and financial goalsBuilt and maintained client/candidate relationships by tracking contacts and employing both Excel and CRM systems to assist in management.

Responsible for repairing roofs of residential homes and buildingsAssisted with job costs and expense management, to ensure projects are completed on time and within budgetConsulted with prospective customers to assess the project and discuss the service from the company

Collaborated with food science companies to create fitness supplementsResponsible for all company's financial statements and accounting statementsSuccessfully negotiated distribution agreements with CRUNCH gyms for the entire Tampa Metropolitan area