-Service over 150 existing client accounts equating to over $70M in assets.-Interface with financial companies and clients to ensure customer satisfaction through problem-solving and a customer first attitude.-Onboard new clients and facilitate transactions into different insurance and wealth management companies.

Worked as a small team to help attract $2 million in personal assets for Senior Financial Advisors. In my time we also learned about the financial models and risk assessment tools used to assist clients in making investment decisions.