President/Ceo
Hartford, Connecticut Area
Innovative Financial-DBA was an independently contracted financial service firm and fiduciary, serving to strengthen the financial wealth management of a diverse client base with a wide array of circumstances and objectives. Dedicated to "Empowering Financial Success" by cultivating strong relationships of trust and confidence essential in navigating the nuances in attaining intimate financial details to utilize suitable products in creating solutions for wealth accumulation, preservation, and distribution e.g. spending plans, retirement planning, college funding, wealth replacement, credit, pension maximization, mortgage elimination, effectively fusing creative and established practices resulting in innovative financial outcomes. Innovative Financial purposed to liberate all those served from all the challenges that accompany financial insecurity. Providing empowerment in attaining all the benefits of financial security producing a prosperous future. The purpose/gratification of "Empowering Financial Success" also extended to presenting a multitude of financial workshops to various groups and organizations imparting the prosperity of financial wealth management. The majority (65%+) of client base was the product of client referrals.As owner/President of Innovative Financial-DBA I successfully executed the management of all aspects of the company's operations, and administration, sales, recruitment, marketing, client retention/acquisition, customer service, community engagement, strategic direction, hiring and training, etc.