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-Head of Financial/Accounting Department-Semi-Weekly, Quarterly and Yearly Taxes-Vigorously analyze cash flow trends to ensure corporate financial health and stability-Quarterly and yearly financial reporting responsibilities -Develop and maintain lasting relationships with contracted Managed Care Organizations-Responsible for contract expansion interviews-Responsible for preparing for all corporate audits

-Served under 3 General Securities Registered Representatives -Assisted Financial Advisor(s) with client portfolio reviews-Met with Wholesale Representatives from annuity and mutual fund companies.-Performed research on Mutual Funds, Equities, and Bonds-Accompanied Representatives during prospective client meetings

-Served directly under Certified Financial Planner-Fee Only Advisor-Day to day operations-Assisted CFP with prospective client meetings-Learned the importance of asset allocation and Advisor-Client relationships