Education for retirement planning

We help people understand Medicare, prepare for Retirement, and transfer risk through Insurance.

As an accounting specialist, I handle general ledger bookkeeping, statement reconciliation, accounts receivable and accounts payable. I prepare relevant reports and use accounting skills for problem solving.

As a Financial Specialists I met with customers to help them determine their short-term and long-term financial goals. After assessing the client's needs, I recommended and sold products and services offered by the bank such as daily money management accounts, investment services, certificates of deposits and mortgages.I also contacted prospective customers, and met monthly sales goals.