Advisor
Evaluate the economic performance of various Private Platforms with accredited Investors as well as Prime Mortgage Investment companies and industries for business firms and other Private organizations.· Compiling data for their professional s well as personal financial reports· Analyzing social and economic data related to the changing trends of the clients interested areas of investments.· Examining market conditions around that trend and assessing the actual risk· Exercised wide knowledge of private investments, tax laws and insurance in order to suggest financial alternatives to business firms and individuals that will coordinate with both their short term and long term financial goals. Various issues circling investment groups are retirement and estate plans, college funding, risk management and other relevant investment options.Consulted with past client in order to acquire information pertaining to the client's current finances and their financial goals. Develops an overall financial plan that determines the client's problem areas, makes suggestions for improvement and elects suitable investments. Keeping abreast to new and changing trends and assessing the higher risk when clients feel that jumping on board the money train is par when in fact I determine the hype and separate the fluff from the real opportunities from the overly zealous ones.