Securities and Investment Advisory Services offered through Osaic Wealth, Inc.. Member FINRA, SIPC and Registered Investment Advisor. Osaic Wealth, Inc. does not provide tax or legal advice. All other listed entities are unaffiliated.

• Oversee/administrate all real estate activities realated to practice/business• Full responsibility for technology and office equipment related to business applications • Plan and run weekly team meetings, monthly staff training, quarterly staff retreats• Manage licensing and continuing education requirements• Coordinate seminars and client appreciation events• Website, Facebook and LinkedIn maintenance• Helping to brand office and maintain that branding• Create & distribute marketing materials: marketing brochure, advertising, press releases, etc. • Research & evaluate effective advertising/promotion avenues• Coordinate non-client meetings and events in advisor’s calendar• Assist advisor in tasks as assigned.

Implementation of promotional campaigns, assisted in daily tasks regarding POP, menu boards, billboards, coupon-drops, surveying, and memo writing. Held a consistent stream of communication with the ad agency and led sponsorships in both sports and community-driven.