Marlee Gonzalez Email & Phone Number

Jersey City, New Jersey, United States

New York, New York, United States

- Facilitated the Investment Committee that reviewed the performance and execution of trades forexisting equities and fixed income portfolios, new product construction and implementation,and ensured all updates were put into effect internally across Orion, Morningstar, andcustodians, and communicated externally to clients- Managed the execution of orders for all accounts and served as the main point of contact to thetrading team at Orion for firmwide trade settings, account maintenance and tax considerations- Onboarded new clients onto Fidelity/Schwab/Altruist and Orion and advised on AUMtransitioning to Seeds with capital gains budget preferences- Maintained client engagement documents which reported on the investment strategies,holdings, performance, and due diligence of Seeds’ equities, fixed income, and ETF portfolios- Executed the successful optimization of a new portfolio management system which allowedadditional investors to onboard and unlocked $40million of previously unmovable AUM

New York, New York, United States

New York, New York, United States

- Managed the Development department responsible for the training, development, andproduction targets of 70+ advisors in the NYC Midtown and greater Boston offices to increaseretention of advisors past their first 5 years in the business- Prepared monthly 2-week onboarding training classes and ongoing monthly developmentsessions by building agendas, assigning speakers, and teaching key insurance, investment,financial planning, and business ownership practices- Planned the agendas and presentations of quarterly executive leadership meetings thatprovided updates on KPIs for all departments, and priorities for the next quarter- Conducted quarterly reviews with advisors to analyze the market penetration and the opened toclosed opportunities trends in their business, provided recommendations to shorten the salescycle, and communicated sales and compliance expectations from leadership

New York, New York, United States

New York, New York, United States

- Trained advisors in efficiently tracking their financial planning businesses and providing aquality digital experience for their clients with minimal interference to their current processes- Achieved and maintained a top 10 ranking among 76 national offices for adoption of corporatemandated technology in collaboration across departments and alignment with leadership

New York, New York, United States

- Analyzed data on prospective clients and built recommended personalized financial planstailored to their risk appetite and overall financial goals- Briefed advisors on all required sales information and the Standard Operating Procedures(SOPs) for successful underwriting

Denver, Colorado

- Mentored new advisors on building efficient systematic tracking of productivity, keeping in pacewith milestones, and utilizing proprietary CRM, insurance application, and planning systems

Denver, Colorado

Bremerton, Washington

-Training of new hires in safety procedures and methods training in unloading trailers and loading package cars. -Annual recertification of safe work methods, and monthly observations of job performance.-Generating reports to help plan for daily volume, and provide feedback on production. -Being the main communicator between management and employees.-Assisting with orientations of warehouse workers in giving property tours, and reviewing and completing new employee paperwork. -Occasional screening of new hires and inputting their information in UPS employee databases.

Colorado Springs, Colorado

-Appointment scheduling with existing clients for a top 20 representative in the company. Scheduled up to 18+ meetings per day to meet quarterly business goals.-Meeting preparation and client services including: custom case presentations, preparing applications, ordering health exams and timely correspondence with clients.-Follow up with clients to include: policy preparation, review and client service.-Event planning and execution for fundraising, client appreciations and internal events.