• Provide full support for the founder of the firm including heavy phone coverage and conference calls, calendar management (both business and personal), case management and office management • Work directly with personal wealth manager on bank accounts and investments and accounting firm on annual personal and business taxes and other government related issues, submitting and tracking trades and wire transfers• Travel arrangements, expense management, process and track monthly consulting invoices, office supplies and equipment, tracking and monitoring charitable donations, various ad-hoc projects and local errands• Monitor and track all personal investment accounts and work with various external investment teams

• Manage a team of Wealth Management Advisors. Individually work with each advisor to develop and execute cross-selling and marketing plans for insurance and securities products• Maintain all client case files and accuracy through the underwriting process, maintain statements, account forms, check logs, client service requests and other insurance/investment related materials, licensed Life, Accident & Health• Assist with preparation for client meetings and seminars including preparing proposals, portfolio analysis, gathering internal information for advisor’s meeting with client/prospect (e.g. prospectuses, annual reports, Morningstar reports, etc.) • Manage calendars, schedule travel arrangements, process team accounts payable, order office supplies, monitor monthly and quarterly compliance reporting for CFO, take client reservations for marketing events

• Full support for company owner, responsible for organizing and coordinating office operations and procedures in order to ensure organizational effectiveness and efficiency• Provide full support for the real estate sales and property management process by working with the sales team, attorneys, property inspectors, appraisers, banks, etc. to ensure proper service and resolution• Assist with the property management of residential and commercial properties, maintain financial operational aspects of property such as collection of rent, property taxes, common charges and full property maintenance and repairs• Advertise lease or rent of property, screen and approve tenants, obtain credit reporting and financial verification, assemble rental lease agreements, collection of deposits and rent, etc.

• Licensed Series 6, 63 and Connecticut Life Insurance• Sold commercial/residential loan products, customized investment plans, annuities, mutual funds, deposit and various bank products• Average $12M per year in loans and lines of credit, grew branch loan portfolio by 25% in the first year, 18% in the second year• Average $15M per year in deposits; grew branch deposit base 38% in first year, 25% in second year• Average $10M per year in mortgages & Average $75,000 per year in investment revenue• Managed client relationships in the book of business to optimize growth, retention and profitability with the highest level of service• Trained, motivated and directed financial specialist new hires and branch staff on corporate standards and compliance empowering them to feel confident in their new role

• Responsible for the sales and service of secured and unsecured loan products and the maximization of new money advanced in mortgages with the highest level of service for new business and retention• Grew branch loan portfolio by 44% during tenure contributing to a top five branch in the northeast region• 11 Million Dollar Gain Club Awards, Top sales producer in Connecticut (2004), top sales achievement in northeast region (2004-2005), National High Achieving Account Executive’s list (2004-2005)• Managed and maintained overall branch staff, sales production, daily operations, hiring and council of new hires and preparation for audits• Analyze overall product profitability, marketing campaigns for products and sales team management