*Took part in adjusting the active and passive portfolios as well as set new client meetings to bring in business. * Learned the financial advisory business in a sales support role.* Gained experience with client management, direct client communication, and administrative tasks in a collaborative environment.* Worked with integrity to maintain fiduciary responsibility for clients.* Adjusted active and passive portfolios to add value and improve return on investment.* Studied, forecasted and responded to daily economic conditions in an effort to preserve capital.* Practiced technical and fundamental analysis, researching financial statements, balance sheets, cash flows, expenses and executive management reviews.

* Post-finance operational and service delivery of new car purchase with customers.◦ Provided detailed orientation with customer to educate and demonstrate new vehicle features.* Consistently obtained perfect scores (100%) on Customer Satisfaction Surveys by building rapport, resolving customer issues, and providing exceptional service.* Participated in continual training programs in order to maintain expert knowledge of entire product line.* Collaborated with organizational teams, including sales, finance and operations to support customer and organizational needs.