Develop and implement annual marketing plans for sales offices across the U.S. Responsible for marketing initiatives that may include: radio, tv, direct mail, billboards, events, brouchures, print, email, internet marketing, website development and design.

Worked closely with President and Executive Vice President to provide intensive investment management emphasizing capital appreciation and aversion to risk.Responsible for equity and options trading.Corresponded with clients answering investment and account questions.Monitored asset and equity allocation levels of individual accounts in keeping with client investment objectives.Reconciled and measured performance of individual accounts on a monthly basis.Prepared performance reports and attended client meetings.

Established contact with current clients and set appointments for yearly review of account by the assigned financial planner.Created and managed sales contact database of potential clients.Provided one on one administrative support to financial planner/insurance broker.Researched, identified and recommended new business opportunities for financial planner to promote oneself