• Complete Investment Proposals for new and existing clients with assets ranging from $1.5M to $10M• Provide accurate Portfolio Management Review reports for clients with assets ranging from $1.5M to $100M• Perform Asset Allocation reports for clients with assets in excess of $1M• Compile list of top 3 mutual funds in each asset category for client recommendations

• Consulting and negotiating with multiple vendors in order to reduce overhead costs. Successfully reduced medical supply cost roughly 18%• Accountable for meeting and verifying criteria set by Medicare for attestation of meaningful use of Electronic Medical Records (EMR)• Coordinating practice expansion by adding two additional patient rooms following exact physician requests and desires • Upgrading storage capacity for Durable Medical Equipment (DME) which resulted in increase of revenue • Managing system upgrades in order to increase patient satisfaction and practice efficiency• Designing and maintaining a professional website• Further responsibilities include establishing and maintaining computer network, server file management, managing up to 3 employees, handling payroll, and interviewing potential employees