Served as a primary advisor for clientele with investable assets under a million dollars.• Applied advance knowledge of investments, insurance, and banking to create customized wealth accumulation and wealth preservation strategies• Worked with clients on basic estate planning, retirement accumulation, and appropriate retirement distribution strategies.

• I assisted in the opening of deposit accounts, certificate of deposits, and a number of different loan products for both personal and business consumers.• I also worked hand in hand with the Financial Advisor in profiling clients and acquiring assets to place in suitable investments based on individual client needs.

- My role was to establish new auto, home, and personal property insurance policies for brand new members.- Excelling in this role allowed me the opportunity to lead a number of different sales training classes to assist my peers in improving in there overall effectiveness.