RSquared Retirement Trust is a strategy —within a trust structure— that protects your assets and leverages your current finances to provide a more tax-advantaged income in the future. An income that can be used for any purpose with no age restriction. It’s the opportunity to bridge the gap between your current finances and your retirement tranquility.

Led operations of the broker dealer and designed the Firm’s electronic business processing / work flow systems based on Microsoft Share Point a collaborative web based tool that allowed the firm to customize a process that permitted the approval of all new business with electronic principal surveillance. This customized platform created the foundation for the firm to establish effective communication procedures, business processing and maintenance of the firm’s records maximizing profitability through superior customer services. This structure ultimately contributed to growth of the AUM (assets under management) from 20 million of customer assets to well over 1.7 billion dollars increasing gross revenues by 380% from 2010 through 2012.Management of the Firm’s books and records provided the ability to seamlessly provide information to regulatory requests on a timely basis thereby allowing our regulators the ability to provide closure to inquiries and/or audits on an expedited basis. Finra Securities licensing General Securities Representative Series 7, Uniform Securities Agent State Law Series 63 and General Securities Principal Series 24 registered until 2016.Microsoft SharePoint

Developed marketing strategies of complex financial concepts into clear, and concise detailed presentations consistent with FINRA guidelines for advisors to educate customers in an effort to increase sales and customer satisfaction. •Assisted in the development of marketing plans oriented to increase demand of products and services. Developed and implemented marketing initiatives and strategies to promote products and branding it to potential customers.•Launched new product in presentations and organized public events to represent the firm in –exhibitions, road shows, internet (website).•Conducted market analysis that identified new application of existing product line that increased overall sales

Capitalized on operational initiatives in an effort to increase distribution, productivity and service of telecommunications branch. Led and coordinated installation of network and operating systems for multiple working units for various clients (IBM, Lucent Technologies, National Telephone company ETB). •Developed and implemented branch marketing plan for network business unit according to corporate strategic plan (market potential, potential sales) that resulted in 30% sales increase for Q4 2000.•Led and coordinate teams to network and install operations systems for multiple working units.•Managed Implementation of ISO 9000. •Recognized with Team Award by Lucent Technology for most effective and efficient management of local communication network projects.

As Director of the party goods division quickly identified key issues and restructured practices to focus on cost efficiencies by re designed product processes and, analysis of the distribution channel to maximize product production and maintaining proper inventory levels •Managed full staff consisting of product development, in house graphics, retail merchandising and account representatives for national marketplace.•Design and implemented marketing strategy (identified market potential, establishing pricing and market strategies, estimating potential sales, introducing new products to market, product development, distribution/channel strategies, and defined promotional activities.)•Revamped and launched entire product line consisting of 12 product categories.•Managed International Brands for Latin American Market such as Disney, Mattel, Warner Brothers, and Nickelodeon under international licensing agreements. Managed all channel marketing materials and strategies including POS, trade shows, plan-o-grams and exhibits.•Exceeded annual sales goals by increasing sales by15% 1998, resulting in leading division for the whole company.